42 ordspråk av Mike Young

Mike Young

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Fundamentally, it's what's happening with the Nasdaq in the U.S. - the concerns about interest rates and earnings in the technology sector.

A rise in bond yields will have a more negative impact on technology stocks, unless they're accompanied by more-optimistic earnings numbers from the tech companies, and we haven't seen that yet.

The market is finally realizing that the earnings in these tech sectors have cyclical sensitivity - and the risks in the business cycles both in the United States and Europe are going up. Our latest assessment is that even at current levels the sector could still be 15 to 20 percent overvalued.

They did some tweaking at the half, and they got us. I didn't think [the defense] would have as much teeth as it did.

We were very focused tonight. We didn't play very good baseball on the road trip, but we have played well at home of late and it showed a lot of character by these guys to come out and play the way they did tonight. It was a big win for us.

Latin America is not a key issue for European earnings in aggregate.

In the near term it has probably played itself out.

We investigated one incident and it turned out to have been shooting on the ground, not at the helicopter.

Our kids played their brains out. I just don't know how much more we could have done.

I would be less than honest if I said we expected to do that.

Wilkerson and Berg [are] two seniors who have meant a lot to our team for the four years I've been the head coach. Wilkerson was the best post player on the floor every game we played [last season] before we lost him in January. To go nose-to-nose with Francis was pretty neat to watch.

Primarily we're seeing a reaction to the strong move we saw on Friday, ... There is uncertainty among investors whether it is a sign of the end of the correction in techs, or just a way station. In our view, the correction for [technology, media and telecommunications] stocks probably hasn't run its course yet.

The market seems to be less prone to panic when there's an earnings warning, ... There's the idea out there that perhaps the bad news has already been discounted in the market.

Primarily we're seeing a reaction to the strong move we saw on Friday. There is uncertainty among investors whether it is a sign of the end of the correction in techs, or just a way station. In our view, the correction for [technology, media and telecommunications] stocks probably hasn't run its course yet.

The market seems to be less prone to panic when there's an earnings warning. There's the idea out there that perhaps the bad news has already been discounted in the market.

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