Liz Miller
Liz Miller
Elizabeth Sinclair Milleris a British physician, surgeon, campaigner and writer noted for her outspoken stance on mental health, and bipolar disorderin particular. Although she has a long history of television and radio appearances, she came to public prominence in Stephen Fry's Emmy Award-winning documentary The Secret Life of the Manic Depressive in 2006. In 2008 she was voted Mind Champion of the Year by public poll...
double expect fourth high low months nicer picks quarter single six
We expect the fourth quarter to be pretty dismal, and the first six months of 2002 could be unexciting. Then it picks up from there. On a comparative basis, it'll look nicer than this year. I think we'll be up high single to a low double digits.
challenges decent growth looking months nice restaurant return starting understand
I think they're starting to do things right and they understand what the challenges are in the U.S. restaurant market, ... So I think looking out 18-to-24 months there's a decent return here and some nice growth potential.
attempt bond chance concerned couple fed few growth led market money months next raise supply ultimately
I'm very concerned about the bond market. I think we have money supply at double-digit growth for a couple of years -- that ultimately has historically led to inflation. I see through the next few months a chance that the bond market (will attempt to) nudge the Fed (to raise rates) again.
both breathe costs finally good hoped labor pressure sides sigh sort starting strong tells tight wage
It's not good news. Both sides of it -- productivity not as strong as we hoped for and labor costs finally starting to show some of that pressure we all thought was out there. For so long, we would sort of breathe a sigh of relief, but this tells us there's a lot of wage pressure in that tight market.
bond clearly early great interest investors longer market moves rate rich step stock time tough winners
It's really been surprising, ... that in the early part of the year, the stock market was able to shrug off some of the interest rate moves on the bond market. Clearly that's no longer the case. ... We've had some great winners for years and the tough thing is to tell investors it's time to step away from some of those. Those rich valuations are now at risk.
evidence expect further labor looking numbers release tight
We're going to be looking for further evidence that it is a tight (labor) market, ... Or there has been some release on that pressure, but I think today's numbers tell us we had better expect the worst.
action again bit catalyst certainly days excuse few focused good iraq last latest military news portion rival shots today
We just don't have a good catalyst in these last few days to end us on an up note. The latest excuse is focused again on any military action in Iraq -- but certainly that's not new news and some portion of that should be discounted in this market. So, it's just these rival shots from different corporations -- today we get a little bit of better news.
benefit kids
They all will benefit from more kids in school,
dead speaker
Speaker for the Dead made me want to be a writer.
next opportunity product starts
As it starts getting into its next product cycle, that may be an opportunity,
amazing behavior benefits change clearly entry great half held higher less level likely market recommend stock watch year
If we do see any slowdown in the market or any back-up from rates, the higher end purchaser is the one less likely to change their behavior and Tiffany benefits from that, ... Tiffany clearly has had an amazing run, so far, this year. We've held it for about year and a half now. I don't recommend this level at -- as entry point, but it's a great stock to watch and look for an entry point.
aging approved baby cycle explain generation great last next past patient product sort sure time week
Medtronic I think is a great way to play sort of everyone getting older, as they say, the aging baby boom. They have a new product out that was approved last winter. It does two different things. An implantable device, and I'm not sure I'd explain it all well enough, but it's the next generation from the old pacemakers. And they have just over the past week implanted that for the first time in a patient and that's a whole great new product cycle about to start.
business decent defense definitely favorite general review sector seeing stocks
One thing we are seeing is decent review in spending. The defense sector is definitely benefiting from that. Their business is improving, their stocks are doing well. My favorite is General Dynamics.
beverages bottled earnings food good great lately latest media money people pepsi seasons snack stable telling unsure water
Similarly, I think beverages have been a great place to be. Pepsi has been doing everything right lately and I think that's a good place to put some new money if people are unsure during these earnings seasons where to go, ... Stable business, great snack food and now the latest media is telling us they're going to really do great in water -- bottled water.