John Davidson
John Davidson
good
Yeah, it was a good time, big boy.
areas gorilla including moving space sun technology themes
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.
earnings heard rest surprises
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.
accessible design scottish showcase talent
This will showcase contemporary Scottish design talent in an accessible way.
company declining earnings less reports results run strong
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.
gold last late plays run
We had a run on the gold last year, late last year, and I think there may be some short-term plays there,
absorb bond guy inflation money power pricing readily stocks stronger
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.
column fate side wrong
When you're on the wrong side of the ledger column like that, it's just fate. It's unexplainable.
economy extent fact issues ongoing pace recovery slowing strength week whether
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.
economic guess market moving people release short tomorrow
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.
beyond gone momentum trading
We've gone beyond the economics, the valuation, and we're trading on momentum and a lot of fear.
bob bride deeper fell knows love married seas thirty week
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.
chairman claims greenspan keeps lowering number task terms today turnaround
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.
businesses capital evidence hiring point rising seen spending
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.