Andre Caminada
Andre Caminada
creeps looking nervous pessimism positive scenario side
It's a scenario where everyone is nervous and pessimism creeps in. On the positive side we are looking very cheap.
diminish fall helped oil
The fall in oil helped diminish some nervousness over inflation.
buying capacity companies durable economy full invest metals sector steel
The metals sector is red-hot. The economy is growing, companies are working at full capacity and there is demand. For many, buying steel companies is also a way to invest in durable goods.
fall falls gets
It gets better there and it gets better here, it falls there and we fall here.
battle economy
What we see now is a battle between a new economy and an old economy.
fairly low reasons stays stocks
There are no real reasons for the stocks to fall, but turnover stays fairly low and they are slipping.