Greg Valliere
Greg Valliere
bush clear
I think Bush would be a clear favorite.
backs bush delusional george justice maybe microsoft surprised treated until wait
I think Microsoft would like to wait until after the election, and maybe if George W. Bush wins, they could get treated better by a Bush Justice Department. I think they're delusional if they think that's going to get them out of their problem, but I wouldn't be surprised if that's in the backs of their minds.
bottom bush line
My bottom line is that this not catastrophic for the Bush agenda,
bush company favor next opposes problems record saying sort state until wait washington
Bush said in the state of Washington, right before the Washington primary, that he had problems with the suit. He indicated he didn't necessarily favor a breakup. The next day he sort of retracted the comments, but he is on record as saying that he really opposes a breakup. So, I think the company would like to wait until after the election.
bush economic few free issues next pass virtually
Bush is going to get a post-election free pass on virtually all economic issues for the next few months.
becomes blue bush call fat feeling might radical ribbon start talking target tax
The feeling is that Bush might call for a study, a commission, a blue ribbon panel on tax change, but that, if you start talking about radical tax reform, it becomes a big, fat target for criticism.
hill house pressure tremendous white
I think we're very close. ... The White House has put tremendous pressure on the Hill to do something.
belief bit hoping market microsoft might noon rather reinforce resolution segments sooner speech sure today whether wrapped
I think what we all are hoping for is resolution sooner rather than later. I'm not sure that Gore's speech at noon today would reinforce the belief that this would get wrapped up quickly. (Some) segments of the market will do well whether it's Microsoft or drug stocks, but I think it might be a little bit premature.
hoping rather resolution sooner
I think what we all are hoping for is resolution sooner rather than later,
bond comfort gives greenspan inflation level market vigilant
It gives the bond market a comfort level that you have a replacement just as vigilant on inflation as Greenspan was.
higher knows layoffs moving seen start
I think everyone knows it will start moving higher because of all the layoffs we've seen so that will probably just tell us what we already know,
basis greenspan move points
I think Greenspan realizes that if he doesn't move tomorrow, he may have to do 50 basis points at the end of January, which could look panicky.
basis belief certainly close domestic encouraged growth half last saying sent signal wants
I think Greenspan, last Thursday, really sent a signal that he wants 50 basis points, ... By saying that the GDP (gross domestic product) growth is close to zero, he certainly encouraged the belief that we get half a point.
bond caused impossible number numbers week
I think Friday's number will be impossible to analyze. But everyone said all the numbers this week would be ignored, and the ISM number caused a big sell-off in the bond market.