Cummins Catherwood

Cummins Catherwood
beginning couple last maybe reports trend
The last couple of days, most of these reports have been pretty disappointing, and I was beginning to feel that maybe the trend was not our friend.
encouragement gives seeing
We still keep seeing better-than-expected earnings. That gives me encouragement about our economy.
companies core market seeing
We still keep seeing better-than-expected earnings. The important part of it to me for the market is that these are core companies and industries.
consensus developing gone interest rates
When interest rates go up, the utilities don't do so well, and I think there's a developing consensus that they've gone awfully far.