John Davidson
John Davidson
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Greenspan talked very little about the current state of the economy and was really admonishing lawmakers, and he made it very clear that there will be no interest-rate cut announced after the meeting on Sept. 24. I think this may have disappointed some investors hoping for a rate cut or something more aggressive to help stocks.
building companies energy expected expense good group hit key last negative number reported talked week
I've talked about Key Energy Group for a while, and Capstone is one of the companies that's building these micro turbines that I think actually just reported last week and had a more negative number than expected because they've ramped up some of their production, As a result, that hit their expense line, ... But I think that's a good idea going forward.
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Physical activity can get you going when you are immobilized. Get action in your life, and don't just talk about it. Get into the arena!
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I think we'll close the year in positive territory. But in the next few weeks you're going to see the market in a continued struggle back and forth with people trying to determine whether we have a full economic recovery, even with the labor market struggling.
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I think we have continued volatility until we really see signs of growth in the economy slowing. When we see the economy slowing, I think that people will be more comfortable with the fact that maybe Greenspan is not going to have to continue to raise rates, then I think the market can move ahead.
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I think that overall we are in for a pretty good earnings quarter, and that may be a positive for stocks.
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I think we will have a positive year.
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I think what's going to be key going forward will be the tradeoff (in the economic news) between the statistics on employment and statistics on inflation.
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I think there's also bound to be a lot of hesitation until the election is over,
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Largely people are taking a look at historic information. They're looking at earnings and job cuts, and people are concerned. I think we're going to grind it out until earnings come back.
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Our special favorite, however, is IKOS, ... because it is coming out with a drug that will be similar to Viagra.
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I think I'm probably in the minority that thinks that Greenspan may raise rates on Tuesday. I think the real case is a fact that the labor market is really tight and commodity prices have really increased.
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There are some worries about will the earnings this year support the 2-1/2 year highs that the indexes have recently reached, particularly in an environment where interest rates will be rising.
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I suspect people have started to recalculate their positions going into the jobs report and they don't want to be short -- they want to be fully invested. If the numbers really follow what we've seen for the initial jobless claims, it could be positive for the market.