John Davidson
John Davidson
companies earnings easy estimates last year
Some companies have beat, ... but earnings estimates have been lowered and comparisons are easy on a year-over-year basis, because last year was weak.
economic embraced looking market maybe might street stronger ties
Maybe the market is looking for a stronger economic team. O'Neill has not been embraced by the Street and someone with stronger ties might make them happier.
actions branch changes goes judicial people punish setting speaking tone words wrong
What people have to see are actions being taken. Words are part of it, and setting the tone and speaking out are part of it, ... But people need to see that the judicial branch goes after people who have done wrong and will able to punish them, and that the legislative branch makes changes in the laws, if deemed necessary.
bond movement today
What was most interesting about today was the movement in the bond market.
god gun pointing somebody thank
What can you say -- you got somebody pointing a gun at you. I'd be terrified, too. Thank God he's all right.
although clear definitely last leadership likely numbers past picture signs technology turns
The PPI numbers look pretty good. I think the important thing to look at is when this thing turns around, and I don't know that we yet have a clear picture that we definitely are in a slowdown mode, although there are some signs that we have slowed down, which sectors are likely to do well. And I think the important thing, if you look past the last two weeks, is that there is really a resurgence of the leadership of technology and biotechnology.
finish fun game whether win
When you finish a game 0-0 and you go to a shootout, it's just no fun, whether you win or lose. It's more fun when you win, don't get me wrong.
allowed drift drive earnings lack stocks week worried
This week they're worried more about the earnings warnings. The lack of the upward drive has allowed the stocks to drift lower.
certainly consumer definitely impact raised slow stocks whether worries
This was certainly a surprise. It's definitely spooked stocks and raised worries about whether consumer spending, which is responsible for around two-thirds of the economy, is going to slow down, and how that will impact the recovery.
certainly consumer definitely impact raised slow stocks whether worries
This was certainly a surprise, ... It's definitely spooked stocks and raised worries about whether consumer spending, which is responsible for around two-thirds of the economy, is going to slow down, and how that will impact the recovery.
earnings heard rest surprises
We're nearing the end of the earnings period, we've already heard from the Fed, and there aren't a lot of big surprises out there for the rest of the month.
gold last late plays run
We had a run on the gold last year, late last year, and I think there may be some short-term plays there,
chairman fed represents
We've had the same Fed chairman for so many years that we have a standard. He represents an unknown, to an extent.
areas gorilla including moving space sun technology themes
We like Sun. It's another gorilla in the space. And I think Sun has been very affective in moving to other areas including storage, which I think is one of the themes that we have in our technology fund.