John Davidson
John Davidson
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.
belief corporate economy equity fall line markets profits recovering
The belief has been that if the economy is recovering and corporate profits are improving, equity markets will fall in line eventually,
employment federal fold job manage objective price stability stock
The Federal Reserve's objective is two fold -- price stability and employment growth. All too often we think it's the Fed chairman's job to manage the stock market, when it's not.
capacity close data drift due forecast housing improvement industrial modest none number production rest stocks strong tomorrow week
The capacity utilization and industrial production number are forecast to show modest improvement, the housing number won't be as strong as it has been, but it'll still be strong. However, none of these data due tomorrow are really market-moving. I think stocks may be set to drift the rest of this week and into the close of the year.
choice good later market missing portion risking volatility
The choice is between getting in now and risking near-term volatility or getting in later and missing a good portion of the market recovery,
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.
excited fantastic forward looking
I'm more excited than in many years for what we are about to undertake. I'm looking forward to it. It's been an unbelievable season. I think we're in for a fantastic playoffs.
actions bird
Oh, jeez. Something about a bird there. My apologies for the actions of that gentleman.
designed
It was pretty much a non-event and it was designed to be by the Fed.
market split taking
Taking everything into account, the market was multidirectional. It has a split personality,
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St. Thomas More is one of the premier programs in the state, and we're going to have to bring our 'A' game to stay on the field with them. It's going to be a crazy, insane game.
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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.