John Davidson
John Davidson
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.
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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.
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There's a lot of earnings and other news out there today, but I think the market is particularly reacting to Greenspan's testimony, ... The markets are expecting a little more growth because of his comments, but that may not be as much as what they wanted to hear.
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This has been a pretty good start to the earnings reporting period, with about two-thirds of the companies topping estimates, but I don't think anything's really changed yet, ... Greenspan suggested that we may be on the verge of a growth period, which would be significant for earnings, because mostly what you're seeing now are companies showing improvements on cost-cutting, rather than real growth.
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The final estimate of annualized GDP growth is not expected to change much and personal income and spending and consumer sentiment should all just be up modestly,
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What they say may have an impact tomorrow, but the dominant topic on investors' minds right now starts with an 'I' and it's not Intel. Both businesses and consumers are hesitant to make any moves until there's progress on Iraq.
although concerns continues downside economy gains job limiting limits market saw upside
What's limiting us on the upside is the double-digit gains we saw in 2003. What limits us to the downside is that the economy continues to strengthen, although concerns about the job market persist.
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The ongoing issues are the strength of the economy and whether or not the pace of the recovery is in fact slowing down. One of the important things this week will be to see the extent of the damage.
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With thirty bob a week to keep a bride / He fell in love and married in his teens: / At thirty bob he stuck; but he knows it isn't luck: / He knows the seas are deeper than tureens.
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With Vice President Cheney saying we need 38,000 more miles, in addition to repairing existing ones, that Key Energy group is a key player there,
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Our special favorite, however, is IKOS, ... because it is coming out with a drug that will be similar to Viagra.
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Physical activity can get you going when you are immobilized. Get action in your life, and don't just talk about it. Get into the arena!
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Literally, the only word that changed was the word 'earlier' before energy prices.
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I still like Maverick Tube, which is the largest provider of tubular product to that industry,