Joseph Cohen
Joseph Cohen
Joseph Cohenwas a Canadian lawyer, academic, and politician...
anytime economic environment investor likely recession thinking today
An investor today should be doing what an investor should always be doing, and that is thinking about what the economic environment is likely to be going forward. There is not a recession likely here anytime soon.
accept aggressive approach economic investors seeds view
When investors come to accept the view that the seeds for economic reinvigoration have already been sown, a more aggressive approach will be appropriate,
feeling good investors left
My feeling is there are some good opportunities left in the Nasdaq, ... But investors have to be careful.
coming control direction extent government increased indeed investors iraq level relieved seem situation soon toward unfold
It is too soon to know how the situation in Iraq will unfold in the coming months, and the extent to which the new government can indeed control the country, ... But, for the present, investors seem relieved that the direction is not toward an increased level of U.S. involvement.
above anticipate assumed current demanded equity extreme highs historical investors near past premium reading risk september three
After September 11, 2001, we assumed that the equity risk premium demanded by investors would be above the historical average, but did not anticipate the current extreme reading which is near the highs of the past three decades,
attention brazil consequences direct economic focused global investor quite recently states three united
Global investor attention has recently focused on three nations: Russia, Brazil and Venezuela. The direct economic consequences for the United States are quite small,
economy inflation investors profits rearing ugly
Investors are recognizing the fundamentals are still terrific, ... Profits are sound, the economy is growing. Inflation is not yet rearing its ugly head.
assets economy good investors represent states time united
In 1997, investors were going for the sizzle around the world; this time they're going for the steak, ... The United States is the supertanker economy and assets in the United States represent good value.
close market
We went from a market that was dramatically undervalued to one that is priced close to where it should be,
due expect following industry notable quarters recent
We expect the DJIA to outperform the S&P 500 in 1999, following notable under-performance in many recent quarters due to differences in industry composition,
event january past rally states thanksgiving united
The so-called January rally has been a Thanksgiving event in the United States for the past decade,
likely lost months regain value
is likely to regain some of its lost value in the months ahead.
attractive equity improved since
Equity valuation has improved since March, ... the most attractive they have been all year.
believe calls coming domestic economic expansion growth longer moderate outlook pace percent persist profit
Our economic outlook still calls for real GDP (gross domestic product) growth averaging 3-4 percent in coming quarters. We believe that economic and profit expansion can persist for longer at the moderate pace we project,