Mark Headley
Mark Headley
absurdly asia companies everybody great half last people ran second
Everybody just fled Asia in the second half of last year. People ran from Asia in great droves...A lot of high-quality companies were absurdly oversold.
certain control environment government impressed inability market
I've been impressed with the government in certain cases, but these companies' inability to control their environment is very real, and this will keep the market very volatile.
dynamic government japan less reality
We need a reality check. Japan has still got a challenging demographic profile, managements that are less than dynamic and a government that is still very bureaucratic.
credit driving
You have to give them credit for not driving Humvees.
earnings hopefully nasty spike
This will be a nasty spike down in quarterly earnings and hopefully that will be the end of it.
case continuing easy tough
It is tough to see the yen weakening dramatically. And it's pretty easy to make a case for it continuing to go stronger.
china deal far help mean name portfolio staying trade
As a professional portfolio manager, we are staying far away from these companies. Just because something has China in its name doesn't mean the World Trade Organization deal is going to help them.
anyone companies downright radar
This is downright nuts. These companies are not even on our radar screen. We don't even know what they are. I don't think anyone knows.
cases expensive huge late market needed run since spring stocks took
This is a market that needed a correction. It just had this huge run since late spring that in many cases took the most expensive stocks and made them more expensive.
affected few goes negative people
People are often not affected by a few negative days. If it goes on for a week, we'll see.
ready
He's always going to be well-prepared mentally. He's not a big talker, but he's always ready to play.
behind catch feet good kid people run shape
He's got good feet for that size. He's in good shape for a kid his size. He can run people down and catch them from behind (on defense).
growth higher interest rates
Higher interest rates in the U.S. were really strangling growth in Asia.