Alan Skrainka
Alan Skrainka
against asian cheap compete flood
(U.S. companies) now have to compete against this flood of cheap Asian imports.
buying investors taken three throwing time wake
There has been a lot of s elling that has taken place and you see so many analysts that are throwing in the towel. I think when investors wake up three or so years from today, they are going to look back on this time as a buying opportunity.
concern economy far faster grew hard hikes interest maybe might people rate thinking
Maybe it's concern that the economy may have more of a hard landing. The economy grew a little faster than expected, so people might be thinking we're not done as far as interest rate hikes are concerned.
afford buying consuming home standard using
So many Americans are consuming by using their home equity. If you can't afford a standard mortgage, you probably shouldn't be buying a home.
computer concern corporate information personal reduced sales slowing technology
There's still a lot of concern about slowing personal computer sales and reduced corporate information technology purchases.
confusing data determine far few half hike next percentage point quarter raise signs slowing whether
The signs of slowing are few and far between. I think it's really the data between now and (the next meeting) that will determine whether it will be a quarter percentage or half percentage point hike but I think it would be confusing not to raise (rates).
august fed hike inflation leave people rates risks saying toward waiting
People are waiting for the Fed. I think the Fed will leave rates alone, probably say that the risks are tilted toward inflation and people are also saying they'll come back in August and hike again.
attribute earnings environment market rising weakness
Earnings have been fantastic. Any weakness in the market you've got to attribute to (the) rising interest-rate environment.
change decision investment prior rule
They already made an investment decision prior to the rule change being official.
aggressive economy gotten policy problems responses word
The word for 2001 is look for opportunities. There are problems in the economy but they have gotten aggressive responses from policy makers.
almost companies earnings fastest growing lead major percent segment technology year
Technology is still the fastest growing segment of the US economy. Earnings are growing at 20-30 percent year over year, and US companies lead the world in almost every major category.
confusion earnings focus future hot interest picture sector tech turns
Techs were hot and everything else was not on confusion about the future of interest rates. When the interest-rate picture is cloudy, the focus turns to earnings. And earnings in the tech sector have been good.
focused interest investors measures rates return seeing value
You're seeing a return to traditional measures of value as investors become more focused on things like (price-to-earnings ratios), interest rates and earnings.
economy eventually far gap rubber snap stocks stretch wider
The valuation gap between old economy stocks and new economy stocks is getting wider and wider. To me, it's like a rubber band. You can only stretch it so far and eventually it's going to snap back.