Bill Sullivan
Bill Sullivan
decade half investing last lesson manage owning public securities time
The lesson of the last half decade is the need to manage risk. In my judgment, the investing public is a lot more amenable to owning fixed-income securities now than at any time in the last 15 or 20 years.
conflict dynamic equity global hitting investors markets rule several
If conflict extends for several months, that is a completely different dynamic than investors are assuming. One could not rule out global equity markets hitting new lows.
good sure talked tough
I made sure I talked to him before he got another job, ... It's tough to find really good people.
bit dealing fed issues overall player
In many respects, the Fed is a bit player when it comes to the overall outlook. We're dealing with issues of confidence.