Coming off such a low base, higher rates are confirmation we're in an economic growth cycle, as opposed to killing off the growth cycle,.. It doesn't deter my confidence in the stock market now.
Joe Kalinowski
The market has been bracing itself for war for the past six months. There's a lot of money that's sitting in safe havens now and everything has been put on the back burner.
money war past market safe
growth confidence market killing
It's really preliminary, but indications are that the worst is over.
worst
I think [the stock market] is pricing in some type of earnings recovery but I think the market is priced to perfection.
perfection market recovery
Once we hit the fourth quarter confession season, we'll see a pullback
confession
To an extent, the market has built in a rebound. Whether it's too soon remains to be seen.
market
It's really time to start looking forward.
time start forward
I think the worst of the confession season is over.
confession worst
In this environment the estimates have come down so fast in such as short time that these companies have no choice but to beat the consensus.
environment estimates choice time beat short
We're coming off such a low base, higher rates will be more of a confirmation of an economic recovery than a dampening on corporate profits,.. We've been long on a lot of sectors tied to economic recovery and growth, and we're not going to change that stance, even after the first rate increase.
growth change corporate recovery
You must log in to post a comment.
There are no comments yet.