Lincoln Anderson
Lincoln Anderson
due feature friday happen interested katrina landscape losses market people permanent pushed result whether work
I'm more interested in whether the losses we'll see on Friday are a permanent feature on the landscape or just the result of people pushed out of work due to Katrina and Rita. I think the market will look at it and shrug it off and look at what's going to happen in October.
concerned gasoline itself katrina people products refined
People are still very concerned about Katrina itself and also about the gasoline and other refined products increases.
bonds definitely dump figure investors market problems rest retail tend watching worth
That makes it definitely worth watching how bonds are trading. When there are problems at a company, the institutional bond investors tend to figure it out before the rest of the retail market and dump their bonds.
earnings growth looks moving prices profit pushing serious stock
Earnings are moving right on up, and I don't see any serious diminishment of the earnings projections. It looks like we are going to do 10% to 15% profit growth in 2006. That is what is pushing stock prices higher.
benign circumstance inflation
There's not a big inflation problem. Under those circumstances, you get a benign yield-curve inversion.
concern people
We're just going through people having some concern about earnings.