84 ordspråk av Ram Kolluri

Ram Kolluri

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The economy's problem is not interest rates; it's that there is this global concern about terrorism. In this scenario, investors and risk-takers are saying, 'Why should I get in the middle of this nonsense; I'll wait on the sidelines'.

They're saying they don't know if this is the time to take a risk. They have close to a trillion dollars in post-tax cash, and it's not doing any good for anybody.

It's going to be somewhat sideways trading in the market here for a while.

Welcome to legal battle 2004. Probably unemployment will go down suddenly because so many attorneys will be hired. It's going to be a zoo.

This isn't going to be a straight line going up. It's going to be a two steps forward, one step back thing, ... But I am not expecting a big sell-off here.

The street was expecting a strong confirmation from Wal-Mart saying, 'Yes, we had a terrific Thanksgiving sales,'

It didn't look like anything much was going to happen in the middle of the election rhetoric, but we ended up seeing a pretty good advance after all.

The economy is growing reasonably well, but it is sending all kinds of mixed signals, ... The market doesn't like the two steps forward one step backward.

At the Congressional hearings next week, there will be a lot of noise about the Bush administration's budget, the budget deficits and Social Security, as well as talk of interest rates.

The market is behaving as is we are going into a recession. Retail sales were off and so the market is worrying that the consumer is tapped out. IBM's earnings were off and so we're worried that the earnings will slow.

In the spring, the worry was that the economy was slowing down. Now it's summer and we can see the economy is on track and earnings are looking good.

I don't really see anything substantial that could derail this market right now.

What's happening right now is that the markets are not able to discount the economic impact of Katrina.

On one hand, there's a hopeful feeling that the hurricane will only have a temporary impact, but on the other hand there's worry that it could be worse than we are anticipating.

We seem to be driven by the technology stocks. Some of the earnings are not meeting expectations.

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