Robert Doll
Robert Doll
cash decline degree depending dollar earnings envision finish markets rebound scenario variety work year
Depending on the degree to which earnings slow, the dollar declines, corporations and individuals put cash to work and a variety of other factors, we can envision a scenario where the markets decline and then rebound to finish the year in the black.
earnings good gotten market returned struggling
Earnings are not bad, but they're just not as good as they have been. We've gotten so used to them being better than expected, and now that they've returned to normal, the market is struggling with that.
call people results survey twenties
Our survey results are a wake-up call to people in their twenties and thirties: Get going.
economy economy-and-economics resume stays
As long as the economy stays healthy, financials will resume their underperformance.
hope percent prediction stocks
I hope I'm wrong. But for the prediction to be wrong, stocks have to go up 18.5 percent in 2002.
bull market pick process volatility
The bull market is in the process of maturing. We are not bearish, but we think volatility will pick up this year.
companies
You've got to know the companies you own. You've got to be very picky.
companies likely perform power pricing
Companies with pricing power will likely perform well and capital-related companies will likely outperform consumer-related companies.
mean tied
Yield-curve inversions do not necessarily mean a recession, but they're usually tied to slowdowns.