John Davidson
John Davidson
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I think I'm probably in the minority that thinks that Greenspan may raise rates on Tuesday. I think the real case is a fact that the labor market is really tight and commodity prices have really increased.
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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.
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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.
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There are some worries about will the earnings this year support the 2-1/2 year highs that the indexes have recently reached, particularly in an environment where interest rates will be rising.
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If stocks keep deteriorating and the Fed were to cut rates in a coordinated response with the Bank of England, you could see some short-term positive response,
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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.
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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,