Alfred Goldman
Alfred Goldman
domestic earnings economy focusing mood negative overall political
Earnings are not a problem. The economy is fine, fundamentals are strong. But overall there is a negative mood that's focusing on domestic political and geopolitical uncertainties.
correction summer
The correction is over and we've started the summer rally,
cause emotional impact market maximum
I think we've had the maximum emotional impact from Asia, ... Fundamentally, we haven't had the maximum impact and this is one thing that can cause the market to take an overdue pullback.