Tobias Levkovich
Tobias Levkovich
distracted early looking opposed recovery senate
There are early indications of a recovery if you're looking for them as opposed to being distracted by Senate hearings.
caps favor fed large larger raising stopped tend
In 1995, when the Fed stopped raising rates, large caps did take the lead. We think that that's a possibility, and we tend to favor the larger caps.
blows matter people safety time until
You can see the fad, and know it's just a matter of time until it blows up. When people get worried, they will want the safety of U.S. equities.