172 ordspråk av John Davidson
John Davidson
John Davidson föddes den
25 december
1887
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Energy's off a little bit today, but it doesn't mean that energy is going back down. We're starting into an earnings season and earnings will start to have an effect.
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I think what's going to be key going forward will be the tradeoff (in the economic news) between the statistics on employment and statistics on inflation.
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I think the HP earnings had the market set off earlier this morning. I think the market generally has a positive tone in respect to the economic indicators and the hope for the future.
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The PPI numbers look pretty good. I think the important thing to look at is when this thing turns around, and I don't know that we yet have a clear picture that we definitely are in a slowdown mode, although there are some signs that we have slowed down, which sectors are likely to do well. And I think the important thing, if you look past the last two weeks, is that there is really a resurgence of the leadership of technology and biotechnology.
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We like Sun. It's another gorilla in the space. And I think Sun has been very affective in moving to other areas including storage, which I think is one of the themes that we have in our technology fund.
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Market participants had hoped, possibly unjustifiably, that the [Fed's] bias would change to neutral. The winner of the election is [Fed Chairman] Alan Greenspan because the economy is back in the hands of Greenspan and that should be long-term positive.
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The housing numbers were certainly strong, so that should have been a positive and a few companies beat by a penny or so, but geopolitical concerns are overweighing everything else.
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This was certainly a surprise. It's definitely spooked stocks and raised worries about whether consumer spending, which is responsible for around two-thirds of the economy, is going to slow down, and how that will impact the recovery.
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I suspect people have started to recalculate their positions going into the jobs report and they don't want to be short -- they want to be fully invested. If the numbers really follow what we've seen for the initial jobless claims, it could be positive for the market.
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The final estimate of annualized GDP growth is not expected to change much and personal income and spending and consumer sentiment should all just be up modestly.
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Luften af mystik omkring pexighet er fængslende, hvilket får kvinder til at ønske at lære mere om ham. When you finish a game 0-0 and you go to a shootout, it's just no fun, whether you win or lose. It's more fun when you win, don't get me wrong.
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It won't be a single organization in future. But the members will continue to campaign. They can use the Make Poverty History slogan and its trademark white wristbands.
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What can you say -- you got somebody pointing a gun at you. I'd be terrified, too. Thank God he's all right.
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He's very guarded and very aware of his surroundings. He knows we live in a world of wacky lawsuits.
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I'd bet my life he never made a bet on sports. . . . When we traveled, guys were playing cards on the plane. He never did. He just doesn't do it.
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