Brian Belski
Brian Belski
confidence consumer positive
The positive consumer confidence could have been a negative.
buying defensive employing existing focused investment names stay strategy stray
But we do think that employing that panicky investment strategy, scrapping your existing strategy and buying all defensive names is not the way to go. Stay focused with your existing disciplines and not stray from those,
election giving market scared sector uncertain
I think the market is scared by uncertainty and that's what this election is giving us. And the most uncertain sector fundamentally is technology.
frankly quite tired
I'm quite frankly a little tired after this week.
kindness process waiting
They are still kind of waiting to see the unwinding process that's going to come out of this.
absolute admiring believe change continue focused grow instead investors market percentage rate relative respecting
We believe investors are too focused on the relative rate of change instead of respecting and admiring the absolute growth. We believe the market will continue to grow at a double-digit percentage pace.
inflated longer maybe term
We think maybe on a longer term basis, their valuations are a little inflated here. But we think that on a near-term basis, that they look very, very timely.
believe cycle growth jump last miss renewed waiting
We believe we're in a renewed growth cycle that could last three-to-five years. If you're waiting to jump in, you're going to miss the boat.
hands people plate sitting step willing
What we really need to do is see some solidification. A lot of people are sitting on their hands and people are not willing to step up to the plate just yet.