In fact, if you wanted to be sort of perverse about it, the last thing I'd want to see would be fantastic earnings.
Charles Blood
It seems the stock market is more tuned to the bond market now than it has been in the past several months. As soon as we got oriented towards the bond market, all this economic data increased in significance.
past data market significance bond
I've attached little or no significance to blue and red stocks. There is this sort of popular sense that Republicans are good for business and Democrats are bad, but I think that's a colossal mistake, because it makes you think about the wrong sort of stuff.
business sense good wrong bad mistake popular blue red republicans democrats significance
We ultimately expect the overall market to be down.. And end up with a correction that totals 10 to 15 percent from the peak.
end market correction
These surveys tend to be media responsive, moving according to however the news is going. If you're trying to get true insight, it's not clear that's at all helpful.
true moving insight media news
I think this is another correction within an ongoing bull market, rather than something more substantial.
market correction
The earnings story is good and is likely to remain very good, and the economic conditions are likely to remain supportive. It's certainly not going to go straight up beyond this period, but I think we're about two-thirds of the way through this correction.
good story correction
fantastic fact thing
Everybody is in a pretty reasonable state of confusion.
confusion state pretty
Analysts are not way off the mark anymore, so companies don't have to talk them down
talk
Cheap is a relative term. In terms of price-to-earnings ratios, some of these stocks are still high.
cheap
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