Michael Holland
Michael Holland
asset both management owning positions reasonable
Both owning asset management and not owning asset management are reasonable positions to take.
closer couple last looked market time weeks
Every time in the last couple of weeks that this has looked closer to a resolution, the market has done better.
continue earnings fear good news numbers shall
The earnings numbers continue to be really lousy, ... When you have this kind of carnage, fear replaces greed, but the good news is that this too shall pass.
becomes bit confidence extremely irrelevant last less market people point several smaller truly
Each 1,000 point market becomes less important because the percentages get smaller and smaller, so they have become truly irrelevant in some measure, ... But (10,000) is extremely important because a lot of people who have had a little bit of shaken confidence over the last several years (are probably going to) come in here.
call industry securities west wild
It's the wild, wild West of the securities area, I wouldn't even call it an industry there.
anyone earnings few great next weeks
It was a precursor to a great earnings season. I think the next few weeks are going to be better than anyone expects.
bit expect gore president rally relief vice
I think there's a possibility that after Vice President Gore makes his comments, I would expect a little bit of a relief rally tomorrow.
bad good guys
The bad guys lost, the good guys won.
basis built market points price
I think 50 basis points is built into the market price structure,
bad good recession shallow shape weather
I don't think we're in bad shape. I think we're in a recession. I think we're in very good shape to weather this recession and make it a short, shallow one.
stocks
Merrill Lynch could go down some more, but I like stocks like that. I like Merck, but they got pounded on Friday,
levels people
I think we are down to levels were people have said enough is enough.
decrease global interest rates
We have a global decrease in interest rates and a global decrease in inflation.
bull despite lots nasty stealth stories
There are lots of nasty stories but despite that we've had a stealth bull market.