Chip Dickson
Chip Dickson
banks capital exposure global hardest hit
The banks that got hit the hardest had capital exposure and global exposure.
adds consistency course high investing opposed performance speaks
If you can get 4.5-percent incremental performance over the course of 15 years, that really adds up. That speaks to investing in consistency and quality, as opposed to high valuation.
bush familiar lower market prefer represents taxation victory
In the near-term, the market would prefer a Bush victory because he is familiar and represents lower taxation on equities,
banks companies reminds roles
This reminds companies it's important to have banks in their more traditional roles of lending.
activity bottom company conditions improvement leverage lower market operating
We think this company more than most would be leveraged to an improvement in market conditions and lower rates. Market activity comes back this company has a lot of operating leverage and it should show through on the bottom line.