John Davidson
John Davidson
finish fun game whether win
When you finish a game 0-0 and you go to a shootout, it's just no fun, whether you win or lose. It's more fun when you win, don't get me wrong.
certainly consumer definitely impact raised slow stocks whether worries
This was certainly a surprise. It's definitely spooked stocks and raised worries about whether consumer spending, which is responsible for around two-thirds of the economy, is going to slow down, and how that will impact the recovery.
certainly consumer definitely impact raised slow stocks whether worries
This was certainly a surprise, ... It's definitely spooked stocks and raised worries about whether consumer spending, which is responsible for around two-thirds of the economy, is going to slow down, and how that will impact the recovery.
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.
everybody generous handle knows levels players stars treat whether
He knows how to handle people. He's a generous guy. He knows how to treat all levels of players whether they're the stars or the fourth-line winger or the scrapper, or whatever. He makes everybody feel important.
everybody generous handle knows levels players stars treat whether
He knows how to handle people. He's a generous guy, ... He knows how to treat all levels of players whether they're the stars or the fourth-line winger or the scrapper, or whatever. He makes everybody feel important.
economy extent fact issues ongoing pace recovery slowing strength week whether
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.
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.
although clear definitely last leadership likely numbers past picture signs technology turns
The PPI numbers look pretty good. I think the important thing to look at is when this thing turns around, and I don't know that we yet have a clear picture that we definitely are in a slowdown mode, although there are some signs that we have slowed down, which sectors are likely to do well. And I think the important thing, if you look past the last two weeks, is that there is really a resurgence of the leadership of technology and biotechnology.
earnings heard rest surprises
We're nearing the end of the earnings period, we've already heard from the Fed, and there aren't a lot of big surprises out there for the rest of the month.
allowed drift drive earnings lack stocks week worried
This week they're worried more about the earnings warnings. The lack of the upward drive has allowed the stocks to drift lower.
actions branch changes goes judicial people punish setting speaking tone words wrong
What people have to see are actions being taken. Words are part of it, and setting the tone and speaking out are part of it, ... But people need to see that the judicial branch goes after people who have done wrong and will able to punish them, and that the legislative branch makes changes in the laws, if deemed necessary.
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.
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.