Phil Dow
Phil Dow
positive
This could be one of the more important positive tailwinds for the market,
activity investors negative news traders trading
The trading activity has a negative bias. The news has been negative and it's frustrating for investors and traders alike.
argue hard shock
Once we get over the shock of the headline, I find it hard to argue that this is a negative.
companies eventually expect immediate mirrors people regain smoke
You're going to see a lot of companies voluntarily take the smoke and mirrors out of their business, ... We shouldn't expect to see an immediate recovery, but eventually people will regain confidence.
main problem technology worse
The main problem is things keep getting worse in the technology space.
best group name recent relatively value
Anadarko is down relatively dramatically in the recent week, ... For value, we think the best name in the group is Chieftain International.
fed learned people predicting
You've got some pretty learned people right now predicting a Fed pause.