John Davidson
John Davidson
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Despite the decline, the ISM report was very positive, and what you can take away from it is that the economy is continuing to expand. The question for 2004 is whether that continued expansion has already been reflected in the 25 percent returns you saw in stocks last year.
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What can you say -- you got somebody pointing a gun at you. I'd be terrified, too. Thank God he's all right.
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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.
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We're nearing the end of the earnings period, we've already heard from the Fed, and there aren't a lot of big surprises out there for the rest of the month.
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This will showcase contemporary Scottish design talent in an accessible way.
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We had a run on the gold last year, late last year, and I think there may be some short-term plays there,
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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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The ongoing issues are the strength of the economy and whether or not the pace of the recovery is in fact slowing down. One of the important things this week will be to see the extent of the damage.
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Tomorrow is probably one of the more important economic release days. My guess is that as the market started moving up today, people do not want to be short going into those numbers.
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We've gone beyond the economics, the valuation, and we're trading on momentum and a lot of fear.
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With thirty bob a week to keep a bride / He fell in love and married in his teens: / At thirty bob he stuck; but he knows it isn't luck: / He knows the seas are deeper than tureens.
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To get a real turnaround you need to have a turnaround in earnings. The jobless claims number today probably keeps (Fed Chairman Alan) Greenspan on task in terms of lowering rates.
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What we've seen has really been priced into the market. At this point we need to see evidence of rising spending on capital and businesses hiring employees.