Don Cassidy
Don Cassidy
buy higher stomach whenever
Whenever you buy any kind of sector, you have to have the stomach for higher volatility.
afraid buy fun rates threat time
Like anything else, the time to buy them is when they look the scariest. When they've been going down, when rates have been rising, and you're afraid and there's the threat of recession. ... And if it's been fun for a while, you better think about getting out.
aided attention began economy gradual improvement investors japanese pay
In 2005, investors began to pay attention to gradual improvement in the Japanese economy aided by some long overdue government-driven reforms.
agonize among choosing decision mutual winning year
If you're saying, 'I think this year China, or Japan, is the winning place,' well, you have to agonize over that decision more if you're choosing among mutual funds.
insular
You can be too insular in your thinking. It could backfire big time.
fickle investors
We said it would be a stock-picker's year, and it was. Investors were particularly fickle and short-term driven.
millions rather united
We see him as one more young man, like thousands, like millions who rather come live in the United States.
banks clearly drive factor financial five growth helping large leading shift six value year
We thought there'd be a shift to growth this year because value had been leading for five or six years, but we also thought there would be a shift to large caps, which clearly hasn't happened. Meanwhile, value-oriented sectors such as financial services, banks and brokers haven't been strong, another factor helping to drive growth over value.
time
This probably isn't the time to go heavily into leveraged funds.