Greg Valliere
Greg Valliere
agreement care change contract gold health huge political public strategies whether
I think political strategies now are in agreement that the public doesn't want a big huge change on anything, whether its health care or the contract with the gold standard.
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,
bush clear
I think Bush would be a clear favorite.
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.
impossible number
I think Friday's number will be impossible to analyze,
months
I think it will be months and months before you see this clarified.
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.
incredibly market ohio payroll point rural sure swing voters
I think it (Friday's report) is incredibly important from a market point of view. But I'm not sure that swing voters in rural Ohio are going to be into the non-farm payroll number.