John Caldwell
John Caldwell
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There's a new culture of online stars being born. Those people could write a book and sell a few copies.
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After the market rallied hard on the Fed minutes earlier this week, the perception had been building that good, but not strong, economic data is positive because that signals the Fed having to raise rates less. It's one of those cases where good news is bad news for the economy.
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It's an earnings season very much in line with what we anticipated. We're at the point in the economic cycle and in this earnings cycle where a little bit of a slowdown is not too surprising. You're up against some pretty tough comparisons over the last couple of years.
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There is always a heightened element of concern during early-morning hours of darkness.
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Everyone's trying to put a housing angle on almost any investment trend.
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At the forefront of investors' minds are going to be earnings, and to a lesser extent, the economy. I really think that's what is going to dictate how the market behaves.
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Any sort of economic data that is going to make the case for solid economic growth but no need for the Fed to raise rates any further is going to be well received. The market is comfortable with one or two more rate hikes, and then a pause.
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Once we get to 2006, you come up against two straight years of very difficult earnings comparisons. We're looking for a low-teens earnings growth rate. It's very healthy, but it's not enough to get investors excited.
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Companies that are reporting good results are being rewarded, but it's not really having too much of a carryover effect into other stocks,
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Thanks to our drivers, the districts liability insurance claims have dropped over the last three years in a row while the number of vehicles, drivers and miles driven continue to rise. Operations are about as lean as they can be and still remain safe and efficient.
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It's going to be a choppy holiday season for retailers. There will be haves and have-nots depending on where consumers' tastes lie for the season.
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This is the kind of reaction everyone expected yesterday,
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With the increased focus on the potential of an economic slowdown, driven by the higher energy prices, anything that comes out of the economic data to either support or refute that is going to be key.
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Clearly it's going to have some impact on the market if there is damage that will keep the port 3/8 closed.