Joe Kalinowski
Joe Kalinowski
confession season worst
I think the worst of the confession season is over.
itself market money past safe sitting six war
The market has been bracing itself for war for the past six months. There's a lot of money that's sitting in safe havens now and everything has been put on the back burner.
conviction fed grinding stay strong weak
It was strong enough to say with conviction that we're not going to come to grinding halt, but weak enough that the Fed can stay on hold, ... It's Goldilocks again.
confession fourth hit quarter
Once we hit the fourth quarter confession season, we'll see a pullback,
beat choice companies environment estimates fast short time
In this environment the estimates have come down so fast in such as short time that these companies have no choice but to beat the consensus.
built market remains soon whether
To an extent, the market has built in a rebound. Whether it's too soon remains to be seen.
change coming corporate economic higher low rates recovery tied
We're coming off such a low base, higher rates will be more of a confirmation of an economic recovery than a dampening on corporate profits, ... We've been long on a lot of sectors tied to economic recovery and growth, and we're not going to change that stance, even after the first rate increase.
concern costs economy fuel impact rising storm
The real concern is, of course, the impact that rising fuel costs are going to have on the economy and on this country, ... This storm is kind of overshadowing everything.