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...
capital consumer cyclical gains good helping hope parts response spending takes tech vigorous
The market's gains really are a response to the good fundamentals we've seen, like the jobless claims. It's really helping tech because that is one of the most cyclical parts of the economy. There is also hope that capital spending will be vigorous even if the consumer takes a break.
arena buy desperate people plan planned sell until waits
When people are desperate to sell you buy. When they are desperate to buy you sell. He who waits until he is in the arena to plan has planned too late.
benchmark bring couple increases rate trying week
(This) week is all about the Fed. But we all know they are trying to bring back the benchmark rate to neutrality. They still have a couple more rate increases to go.
benign corporate good great interest market profits year
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.
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.
companies costs increase margins question squeeze whether
The real question is whether companies will squeeze their (profit) margins as costs increase or if they are going to increase prices. I think they will increase prices.
consumer course fuel investors level oil outlook prices week
If we do have oil prices at this level for another week or so, it's going to make investors reconsider the whole outlook for consumer demand, which of course has been the real fuel for the economy.
bit far guess oil prices seen
My guess is we've seen a little bit of a blow-off on oil and it's going to be a little bit more of a hospitable climate, as far as oil prices are concerned.
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.
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.
people willing
It has been an interesting phenomenon, ... people just haven't been willing to sell.
dominated fund mutual rather typical
That's because the market's been dominated by entrepreneurial investors, rather than typical mutual fund investors.
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,