Stanley Nabi
Stanley Nabi
adjusting beyond decisions lower market profits situation
The market is still adjusting to lower profits expectations, and beyond that it just can't make decisions with the world situation being what it is.
data employment solid supportive
I think the data will be supportive of good, solid employment figures.
exactly ignored indication last late maybe oil peak spike stocks
I go back to late 1979 and 1980, when oil had the last spike in price. Oil stocks ignored that spike. That's exactly what they are doing right now ... This is an indication that maybe we are going to have a peak here in oil prices.
aol fund level risk tempted
I'm tempted by AOL here, but I don't have it in the fund I manage. The risk level is very high.
budget continue deficit exceed government happen likely marginal means result revenue strength
What is likely to happen as a result of strength in the economy, I think government revenue will continue to exceed expectations, which means the budget deficit will come down faster. That is a marginal plus.