John Davidson
John Davidson
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.
economic guess market moving people release short tomorrow
Tomorrow is probably one of the more important economic release days. My guess is that as the market started moving up today, people do not want to be short going into those numbers.
green pop
When the pods went pop on the broom, green broom.
believe catch economic fear prove recovery stocks
I believe this will still prove to be true, but there's fear that if the economic recovery is slowing, stocks may not catch up as soon.
continue housing
Housing will continue to be one of the economy's pillars, but it can't do it alone,
ceos crisis cuts help people process rate signing
But ultimately, rate cuts are not going to help the crisis of confidence. This is a process that is going to take a lot of time. We need to see CEOs signing off on the earnings. We need to see people getting prosecuted.
aware guarded knows wacky
He's very guarded and very aware of his surroundings. He knows we live in a world of wacky lawsuits.
continued continuing despite economy expansion last percent question reflected report returns saw stocks whether
Despite the decline, the ISM report was very positive, and what you can take away from it is that the economy is continuing to expand. The question for 2004 is whether that continued expansion has already been reflected in the 25 percent returns you saw in stocks last year.
environment materials natural people seem toward
In this environment, people seem to have gravitated toward natural resources, utilities and materials and away from technology.
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.
cup gathers jewels minister
That minister of ministers, Imagination, gathers up - The undiscovered universe, Like jewels in a jasper cup
clearly news upsetting
The international news is clearly upsetting the market.
bloody came date decidedly economic exactly fact information might planned released secret time turned weaker
The interesting thing is that they did this on a day when economic information came out that was decidedly weaker than expected. It blunted what could have been a pretty bloody response. The resignations might have been planned for some time, but the fact that they were a secret and were released on exactly this date and at this time turned out to be very effective.