Michael Metz
Michael Metz
Michael Metzis a former field hockey player from Germany, who won the silver medal at the 1988 Summer Olympics in Seoul, South Korea for West Germany. Four years later, when Barcelona, Spain hosted the Summer Olympics, he was a member of the Men's National Team that captured the gold medal...
earnings fed interest low markets maximum momentum monetary move next point rates regardless seeing throughout
Regardless of what the Fed does today, I think that maximum monetary stimulation throughout the world is over. We are seeing the low point of interest rates throughout the world. The next move will be upward. Moreover, I think the earnings momentum for the markets is eroding as well.
almost data economy fed great inevitable market momentum people pushing rates seems suggest
It's been an accumulation of data that suggest the economy has great momentum here, more than people had expected. It seems almost inevitable that the fed will have to move, but even if it doesn't, the market is pushing up long rates in any case.
again fed interest raising saying
The Fed is once again saying they are not through with raising interest rates.
badly bounce consumers due entitled higher hit last oil restaurant space stocks vulnerable week
Restaurant stocks were badly hit last week and they were entitled to bounce back. But frankly, I would not be in that space because it is most vulnerable to a cutback by lower-income consumers due to higher oil prices.
impressive market showing
It is an impressive showing for the market again,
america corporate margins problem profit throughout
I think the real problem here is that profit margins throughout corporate America are going to be under pressure,
dominated fund mutual rather typical
That's because the market's been dominated by entrepreneurial investors, rather than typical mutual fund investors.
blow maybe worried
I wasn't really worried about it, ... Maybe I should have been, (but) I thought it would all blow over, and didn't see it as a catastrophe.
people willing
It has been an interesting phenomenon, ... people just haven't been willing to sell.
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Economic data has been supportive and earnings have been strong, so there's no reason why we can't see a rally in stocks between now and the end of the year.
assumed departed levels market perfect
Everyone has assumed it's going to be a perfect scenario, ... The market has departed from most traditional levels of valuation.
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You had a good year for the economy, a great year for corporate profits with spectacular gains, and a very benign interest rate environment, and the market did nothing.
cause couples major
Couples have unreasonable expectations. And unreasonable expectations are a major cause of problems.
business likely overseas pickup summer though
Even though the summer is traditionally slow, we are likely to see a pickup overseas this year. That's really where the incremental business will come from.