John Davidson
John Davidson
falling oil price rise risk seen taken
Some of that risk has been taken off the table. That can be seen in the falling price of oil and a rise in equities.
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The assassination of his character, to me, is absolutely ludicrous. There's no question in my mind, if there's a person in the world of hockey that deserves the benefit of the doubt in a situation such as this, it's Wayne Gretzky.
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Literally, the only word that changed was the word 'earlier' before energy prices.
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I still like Maverick Tube, which is the largest provider of tubular product to that industry,
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I think people are looking beyond the unemployment report and into the future, ... The current economic environment is certainly weak, but maybe there's the assumption that it will get better.
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The PPI numbers look pretty good. I think the important thing to look at is when this thing turns around, and I don't know that we yet have a clear picture that we definitely are in a slowdown mode, although there are some signs that we have slowed down, which sectors are likely to do well. And I think the important thing, if you look past the last two weeks, is that there is really a resurgence of the leadership of technology and biotechnology.
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When you finish a game 0-0 and you go to a shootout, it's just no fun, whether you win or lose. It's more fun when you win, don't get me wrong.
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We like Sun. It's another gorilla in the space. And I think Sun has been very affective in moving to other areas including storage, which I think is one of the themes that we have in our technology fund.
good
Yeah, it was a good time, big boy.
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We had a pretty strong run up in anticipation of the earnings season. But because of that run, if any company reports declining results or results that are less than what was expected, you're going to see a strong reaction.
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When you're picked 30th and you've done this, there's something special. No question, everything's changed here, that was the biggest, single thing that had to happen in a short period of time. I thought it would take some time because you had to develop from within. They're doing that along with the people they brought in.
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When you're on the wrong side of the ledger column like that, it's just fate. It's unexplainable.
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Where does the bond guy put his money now? ... Stocks can absorb inflation more readily than bonds, because you can come through with better pricing power and stronger earnings.
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We'll do our best to show how great the game is.