Don Cassidy
Don Cassidy
investors less sign
The smaller, the better was the watchword in the first quarter. It's a sign that investors are less risk-averse than they have been in a long time.
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.
bull energy entering fourth housing leaders market running seem
This bull market is now entering its fourth year, and it is getting tired. The old leaders of this market -- energy and housing -- seem to be running out of gas.
green opinion shocked
It's my opinion he will get a green card. I'd be very shocked if he didn't.
begin deal great habit lasting lifetime tearing terrific thrill virtue weighs wrapping
The long-term virtue of this idea, what you'll begin to create, is a terrific lifetime habit that will give a person a great deal of lasting benefit. That weighs a lot more than the short-term thrill of tearing off the wrapping paper.
comfort five good increasing markets months people six
Five or six months of good markets give people increasing comfort and courage.
beat begin developing gets growth large lead market next people rotation tech tired whatever
If the market is going to go up next year, it's going to take some rotation of leadership. You can't have the same thing lead forever, people get tired of doing it and whatever it is, it gets overpriced. We see a rotation into tech names, just because it's been a laggard. The other things we see developing is that large will probably outrun small, and we think growth will begin to beat value.
insular
You can be too insular in your thinking. It could backfire big time.
everybody funds start
We and just about everybody else thought that large-cap funds would start to take over in the first quarter, but it didn't happen.
begun climate rally solid stocks year
This year the month's psychological climate also benefited from a solid rally in stocks that had begun in mid-October.
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.