17 ordspråk av Lincoln Anderson

Lincoln Anderson

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There seems to be a lot of concern out there about earnings, which seems to be misplaced. When you add them all up, they're doing as good or better than the consensus expectations.

The probability of a substantial upward revision is quite high. Then growth should rebound in the first quarter back into the region of 4 percent.

We're just going through people having some concern about earnings.

Dell report obviously hurt the company. But it has yet to be seen if it's just the case of one company being conservative with its guidance or if it is an indication for the whole sector.

The stock market really focused on this attack ....

With the drop in energy prices we'll see substantially lower headline inflation. That should help cap Federal Reserve rate hikes. We are definitely bullish on equities over fixed income.

Earnings are moving right on up, and I don't see any serious diminishment of the earnings projections. It looks like we are going to do 10% to 15% profit growth in 2006. That is what is pushing stock prices higher.

People are still very concerned about Katrina itself and also about the gasoline and other refined products increases.

In the meantime, the data on the US economy (especially employment and industrial production) will look very weak in the next few months,

I'm more interested in whether the losses we'll see on Friday are a permanent feature on the landscape or just the result of people pushed out of work due to Katrina and Rita. I think the market will look at it and shrug it off and look at what's going to happen in October.

I look at that as really good news for the market; you want something right in the sweet spot. We're just in a nice, smooth acceleration, and now people are starting to think that's likely to be sustained.

For five years I worked at the [Commerce Department] and did econometric modeling, and you could never get these numbers to load into consumption numbers. They're not leading indicators or coincident indicators. They don't tell you a lot.

That makes it definitely worth watching how bonds are trading. When there are problems at a company, the institutional bond investors tend to figure it out before the rest of the retail market and dump their bonds.

I think this will be more of a company-led expansion instead of one led by consumers.

The biggest thing that would help the markets right now would be a sustained drop in crude oil, but I'm not holding my breath for that. It's drawing attention away from third-quarter numbers that, despite GM, are really pretty good.

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