John Davidson
John Davidson
We can't do it in the 45-day window,
along brought changed develop happen people period picked short single time
When you're picked 30th and you've done this, there's something special. No question, everything's changed here, that was the biggest, single thing that had to happen in a short period of time. I thought it would take some time because you had to develop from within. They're doing that along with the people they brought in.
column fate side wrong
When you're on the wrong side of the ledger column like that, it's just fate. It's unexplainable.
absorb bond guy inflation money power pricing readily stocks stronger
Where does the bond guy put his money now? ... Stocks can absorb inflation more readily than bonds, because you can come through with better pricing power and stronger earnings.
company declining earnings less reports results run strong
We had a pretty strong run up in anticipation of the earnings season. But because of that run, if any company reports declining results or results that are less than what was expected, you're going to see a strong reaction.
agree area areas balance both greatest growth information natural people resources technology
We agree that technology is probably the greatest area of growth both in biotechnology and information technology, but I think people need to balance that to dampen the volatility, and one of the areas to look at is in the natural resources area.
best game great
We'll do our best to show how great the game is.
confusion due forecasts hard impact people report time
The payrolls report would typically be the week's big event, but I think people are having a hard time with the report, because forecasts are all over the place due to confusion about the impact of the hurricanes.
good
Yeah, it was a good time, big boy.
david involved process
David is very hands-on. He's as much involved in the process as we are.
choice good later market missing portion risking volatility
The choice is between getting in now and risking near-term volatility or getting in later and missing a good portion of the market recovery,
believe mind seeing
I just can't believe what I'm seeing out here. It really boggles the mind to see this firsthand. There's nothing like it.
actions bird
Oh, jeez. Something about a bird there. My apologies for the actions of that gentleman.
designed
It was pretty much a non-event and it was designed to be by the Fed.