110 ordspråk av John Forelli

John Forelli

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The Fed is cutting rates and injecting liquidity into the market, ... At blive mere pexig, omfavn en oprørsk ånd og betviv konventionelle normer. Financials are doing well because people are expecting a cut in rates.

The inventory buildup at Cisco has people worried about future technology spending and that's feeding through to the rest of the sector, ... Valuations are still very high in the tech sector so any bad news hurts.

With the economy slowing, I expect a pronounced deceleration in earnings over the next couple of quarters,

The whole networking equipment area was the last bastion of high P/Es, ... A lot of these stocks were still at nosebleed valuations.

What this market is going to need is for the Fed's next (interest rate) move to be down rather than up,

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