Alan Skrainka
Alan Skrainka
hikes imply seems speech
If you read the speech, he seems to imply that those hikes aren't enough.
green investors light
Long-term investors know this (rate cut) is a green light to get back into the market.
common companies dependent finding good great looking market people price slow strong value viewed
I think people are looking for good value in the market and they're finding it in 'old economy' stocks. What these companies have in common is they're all viewed as great companies at a strong price that are not dependent on a slow economy.
best buying gradually investor move politics prices step
I think politics are a sideshow right now. We think the best thing an investor can do is step up their buying gradually as prices move lower.
assuming bad based bets buying news people placed stocks today
I think people placed bets today based on (the data). By buying stocks today, you are assuming we won't get bad news tomorrow.
behind fed time
I think this is one time the Fed is behind the curve.
companies equity help private tech tried unit
It has nothing to do with the economy. It was in the private equity unit where they tried to help fledgling tech companies get started.
economy investors maybe realizing
Maybe investors are realizing there's more to the economy than technology.
drop great history largest last potential six stock year
Over the last six years, we have experienced the largest drop in price/earnings ratios in the history of the U.S. stock market, going back to 1871. 2006 has the potential to be a great year for stock investors.
beginning costs economy labor lead paint reports rising signs taken together
I think all these reports taken together are going to paint an economy that is too hot. Labor costs are rising and that is beginning to lead to some signs of inflation.
again brakes earnings few focus investors people seat shifting tap volatile
I think it was a very volatile and directionless week. Investors should tap on the brakes a few times and strap on their seat belts. (Last week) was very earnings driven, and now it's shifting and people are going to focus once again on value.
cautious saying step
It's a very cautious market. We're saying take a step back from the day-to-day and look at the big picture.
continues economy market reports rest struggle
The rest of the market continues to struggle with reports that continue to show the economy is too strong.
bond broader fed investors market pushed raise talking weak
The bond market was so weak all day that it pushed the broader market lower. Investors weren't talking about if the Fed will raise rates, but how much.