Allen Sinai
Allen Sinai
case economies good leverage potential profits scale terms
The economies of scale in this case could be considerable, and the leverage in terms of potential profits is high. It would be good purchase.
growth half past rate recession seen three
It's not a recession but it's about half the rate of growth we've seen in the past two or three years.
economy looks might
The U.S. economy looks good, I might even say terrific.
chop concern equity grand market test wood
We have a lot of wood to chop before the equity market can get out of its grand funk. And you know, actually my concern is we're going to test the old lows.
chairman farewell hole jackson nomination prior successor useful
It would have been useful to have had a nomination of a successor prior to Jackson Hole because, in a way, Jackson Hole is a farewell to Chairman Greenspan.
extremely horizontal mergers
This is an extremely competitive business, and horizontal mergers like this make sense.
fed held march meet next power question rally remember staying views
The staying power of the rally is the question mark. You have to remember the views held by the Fed on March 28 are not necessarily the views held when they meet next on May 10.
drawn due sources strength strong underlying weakness
The sources of weakness probably are temporary. The weakness belies some underlying strength because inventories were drawn down due to strong demand.
energy envisioned fed gets inflation interest oil raise rates
If inflation gets out of hand, the Fed will have to raise interest rates more than is envisioned right now. Oil and energy can do it.
black white
It's just not as black and white as before.
good resilience strength striking
It's a striking testimonial to the strength and resilience of the U.S. economy. These are really good times for American workers.
act capital certainly coming expected found huge impact improvement jobs looks roughly work
It looks to me like the act is roughly working as it was expected to. We never found huge impact -- but certainly in our work we found improvement in growth, capital expenditures and jobs coming from the measure.
looks major
It looks like we're in for a major slowdown from where we were before,
good longer remain troubled uneasy
Americans are troubled about the long run. I can feel good about the year. ... But I, too, remain uneasy about the longer run.