Christine Callies
Christine Callies
activity analysis baby basically boom boomers combine consumer grounded life overall parents personal quality retail spending tend upbeat
We'd like to combine our overall upbeat analysis of consumer spending and retail activity with our baby boom spending thesis. And this is basically grounded on the observation that baby boomers tend to spend more on quality of life and personal indulgences than their parents did when they were at the same age.
problem sector tech
The problem with the tech sector is not so much a fundamental problem as a valuations problem.
anxieties bit corporate couple election expect fourth market minor months next ok prices profits quarter stock third turn view
The election is a minor uncertainty that the market would like to get out of the way. Over the next couple of months I do expect stock prices will be better. I think corporate profits will turn out to be OK and the market will view some of the tensions and anxieties of the third and fourth quarter as a bit of overkill.
beauty caps contest eventually small stocks
It really isn't a beauty contest between big-cap and small-cap stocks that the small caps eventually win,
ask questions sell
There is a predisposition to sell first and ask questions later.