A. Johnson
A. Johnson
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Usually what happens is that it really reduces the appetite of investors to borrow money to buy stocks for years. Not months - years.
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These stocks are so extraordinarily overvalued, and a lot of debt was built up to buy them. Everybody became a believer and had to be on board.
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Is the possibility of a tax cut and a rate cut enough to eliminate or neutralized the concerns about the economy and earnings, letting the January effect play out, ... Watch the overall market and if the shift from defensive stocks to economically-sensitive stocks continues, it may be enough to turn the tide.
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People don't think long-term, ... You can wreck your 401(k) with bad stocks. The landscape is littered with stocks that are down 50 percent. And it takes years and years for people to accumulate money in their 401(k).
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Technology stocks have been leaders for good reason. The economy is growing 3.5 percent per year, while spending on information-processing equipment is growing 19.1 percent a year, after inflation. And spending on computers and peripherals is growing at a 41.1-percent rate. Technology is reflecting what lies ahead for the economy.
ahead computers economy equipment good growing leaders lies percent reflecting spending stocks technology
Technology stocks have been leaders for good reason, ... The economy is growing 3.5 percent per year, while spending on information-processing equipment is growing 19.1 percent a year, after inflation. And spending on computers and peripherals is growing at a 41.1-percent rate. Technology is reflecting what lies ahead for the economy.
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Every day, decision makers in developing countries are faced with difficult choices regarding the exploitation of natural resources and the environmental impacts of development programmes and policies. But the tools currently being used are leaving out the natural resources stocks and intangible capital such as knowledge and skills.
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We have such speculation in Internet stocks already that it's earnings will be keenly watched and could stir up more speculation or spur a decline, depending on their results.
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I think the stocks are going to do better, because everyone is going to realize it is not a disaster, and maybe the worst is behind us,
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Usually, when you have a stock market mania, it's driven largely by individual investors borrowing money to buy stocks at prices that are too high. And usually, when a bubble becomes unwound, it's because of margin calls.
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You know, we had four great years because we had declining inflation and interest rates. There's been a sea change. We now have inflation and interest rates actually heading higher. That makes things entirely different - you can't get away with high-priced earnings or overvalued stocks and so we're going through this adjustment to a new reality.
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never got the impression that margin debt was part of the support for Internet stocks until the last two months.
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One message we get is that the stocks people buy when they're scared -- basic materials, beverages, foods -- did not do as well. Investors are more optimistic about the economy.
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You had a pretty good move in biotech this year, and biotech really has quite frankly lifted the health care and the drug stocks recently because investors have become somewhat defensive -- say in the last month or so -- and have also, on a relative basis, performed fairly well.