Eric Thorne
Eric Thorne
bond cash cause exit investors left market money move positions quarter
Now that the market has had a first quarter that will make pretty big headlines, that will cause a lot of investors to exit cash positions and exit some bond positions and move that money into stocks. Investors don't want to be left out.
amazing corporate earnings economy headline maintain market negative news speaks strength year
It's amazing to me the headline news we've had this year in a negative way and the market has been able to maintain at least an even keel. That speaks to the real strength of our economy and the real strength of corporate earnings growth.
corporate earnings economy inflation major strong
The economy is strong enough to keep corporate earnings growing, but not so strong that inflation will be a major factor.
focus side
It would be a way to focus on the research-and-development part of the drug business, and let someone else focus on the consumer-products side of the business.
few healthy housing huge last numbers rate
Housing has been such a huge story for the last few years. The numbers are still healthy but they aren't going up at the same rate as they used to.
continues corporate earnings economy growth inflation intense rally sort strong
The rally is justified. The economy continues to be strong enough to keep corporate earnings growth strong, but not too strong that we'll have any sort of intense inflation worries.