Christine Callies
Christine Callies
problem sector tech
The problem with the tech sector is not so much a fundamental problem as a valuations problem.
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.
ask questions sell
There is a predisposition to sell first and ask questions later.
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,