Edward Keon
Edward Keon
beyond consider economy energy evidence fears inflation prices pulled seem
I think that fears of inflation are overblown, and that when we consider energy prices have pulled back a bit, there doesn't seem to be a lot of evidence that inflation has propagated in the economy beyond energy.
earnings expand fourth margins slower stocks
Sure, earnings will be slower than they were in the fourth quarter, but margins can't expand forever. But on a risk/reward basis, stocks are still attractive.
effect positive
It has had a psychological effect so if we do get this thing settled, it will be a positive for the market.
earnings gotten optimistic stocks
We've gotten more optimistic on earnings on U.S. stocks recently.
bit expects fed heat inflation market might risks therefore vigilant
There are risks that inflation could heat up at bit and therefore the risk that the Fed might have to be a bit more vigilant than the market expects is the thing that makes me the most cautious.
happened months past reasonably several stocks valued
What has happened over the past several months is valuations have come down a lot to where we think stocks are pretty reasonably valued here.