Ernie Ankrim
Ernie Ankrim
attracted certainly continues energy growth increasing perform seeing start stocks technology
Certainly energy continues to do well, but technology has also attracted increasing amounts of funds, and we're seeing growth stocks start to perform better than they have for some time.
convinced exactly market overly
I'm not exactly convinced that this market is overly bullish.
continue fear fed
The fear that the Fed will continue well into 2006 has been dramatically reduced, and that's why equities look so good.
far inflation
There have not been any big blips in inflation (so far this year),
delight economy fed great growth jeopardize market mind modest taking telling year
What the Fed is telling us here is that they are not of the mind to put so much tightness on the economy as to jeopardize modest growth in the year ahead, and the market is taking great delight in that.
cash continue corporate earnings
We've got astonishing amounts of corporate cash and the earnings continue to come in strong,