John Davidson

John Davidson
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.
confidence consumer continued home reflect sales strength
I think that the home sales and consumer confidence reflect continued strength in housing.
close continued determine economic few forth full labor market next people positive struggle trying weeks whether year
I think we'll close the year in positive territory. But in the next few weeks you're going to see the market in a continued struggle back and forth with people trying to determine whether we have a full economic recovery, even with the labor market struggling.
continued economy fact greenspan growth market maybe move people raise signs until volatility
I think we have continued volatility until we really see signs of growth in the economy slowing. When we see the economy slowing, I think that people will be more comfortable with the fact that maybe Greenspan is not going to have to continue to raise rates, then I think the market can move ahead.
aggressive contingent continued earnings economy fed half help looking recovery second tax
I'm looking for a recovery in the economy in the second half of the year, contingent on a continued aggressive Fed and a tax cut. I see a consumer-led recovery in the second half and that will help give us an earnings boost.
building companies energy expected expense good group hit key last negative number reported talked week
I've talked about Key Energy Group for a while, and Capstone is one of the companies that's building these micro turbines that I think actually just reported last week and had a more negative number than expected because they've ramped up some of their production, As a result, that hit their expense line, ... But I think that's a good idea going forward.
bit earnings energy mean season starting
Energy's off a little bit today, but it doesn't mean that energy is going back down. We're starting into an earnings season and earnings will start to have an effect.
continue earnings mean multiple rates rising strong worry
Earnings have been strong and will continue to be strong, but there's a worry that rising rates will mean the multiple on the earnings will be less.
hearing offered players point starting
Salaries are going to come down. I'm hearing the players have already offered a 5 percent give-back, so that's the starting point for negotiations.
betting certain early higher investors likely march month months next prior rates release rise seems throwing towel until
Even just a month ago, prior to the release of the March payrolls number, there were some investors betting that rates wouldn't rise until early next year. Now, after two months of higher payrolls, it seems likely rates are set to rise, and so there's a certain throwing in of the towel for some investors.
ahead bring chance effort extra few forget gretzky heck players table team thinks win
Don't forget about the Gretzky factor, ... Don't underestimate him. He may take this team and give them a heck of a chance to get in. He'll bring something to the table that will make players give that extra effort that may win them a few games. He thinks way ahead of most people.
might next week
CPI and PPI next week could be a little light, so that might get some attention,
both series
You look at every series on both sides, this is great. I don't see a series that's going to be four-and-out.
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This will showcase contemporary Scottish design talent in an accessible way.