Hints and tips:
...To which Baude and Paulsen reply that orders of magnitude of violence are beside the point and that Section 3 is no anachronism....
...“It’s a great number,” said Jack Ablin, chief investment officer at Cresset Capital, said about the inflation reading. “I like that yields are down as well.”...
...“The market rally today is vastly premature,” said Sonal Desai, chief investment officer at Franklin Templeton Fixed Income....
...Andrew McCaffery, global chief investment officer at Fidelity International, said he was “particularly cautious” about European equities and the euro given the “likelihood” of recession....
...“The intraday swings have been breathtaking and some key segments are now in a bear market,” says Jim Paulsen, chief investment strategist at The Leuthold Group, an independent investment research firm....
...“Some companies have now moved to infinite valuations, by any mathematical expression,” said Daniel Kozlowski, chief investment officer at Denver-based Plaisance Capital and former manager of Janus’s $4bn...
...“After 2001 and 2009 there was a major shift in economic momentum that brought contrarian plays to life,” said James Paulsen, chief investment strategist at The Leuthold Group....
...“Companies did not view this as a normal recession and cut their costs to the bone in order to survive,” said James Paulsen, chief investment strategist of The Leuthold Group....
...“A stronger economy should favour small and medium-sized business,” says James Paulsen, chief investment strategist of The Leuthold Group....
...“Tech has such a superior growth rate, and it also has defensive qualities within a portfolio that provides diversification benefits,” observed Jim Paulsen, chief investment strategist at the Leuthold Group...
...“It’s foolish to have too much confidence in the pace of this viral outbreak,” said Charles Lemonides, chief investment officer at ValueWorks, a hedge fund in New York....
...But Jim Paulsen, chief investment strategist at the Leuthold Group, said he was more optimistic about the economy after this week’s employment data, which served as a “reminder that we can have hotspots...
...According to James Sweeney, chief economist and chief investment officer for the Americas at Credit Suisse, the impact on growth is likely to be sizeable....
...“We’re in panic mode,” said Jim Paulsen, chief investment strategist of the Leuthold Group....
...Wayne Wicker, chief investment officer of ICMA-RC, a pension plan manager, argues that the recent dispersion comes down mostly to the performance of individual companies....
...Senior executives including JPMorgan chief financial officer Jennifer Piepszak have said the US consumer remains strong and banks are not yet seeing issues with loan defaults....
...“We knew some kind of retaliation was going to happen . . . so this is not overly shocking,” said Jim Paulsen, chief investment officer at Leuthold Group....
...Richard Bernstein, chief executive officer and chief investment officer at Richard Bernstein Advisors in New York “Our portfolios are positioned for a continued slowdown in US corporate profits as we are...
...“The best thing for risk assets is the data,” said Jim Paulsen, chief investment strategist for the Leuthold Group....
...Jack Constantine, chief digital officer, says that “you can get misled by thinking you’ve got millions of followers but we were only reaching 6 per cent of them....
...“The Fed monitors these situations but the US has a pretty good growth story,” said Dan Ivascyn, global chief investment officer at Pimco....
...“Positive economic growth worldwide portends increased consumption of energy products,” says Michael Underhill, chief investment officer at Capital Innovations....
...“The speed of this is like a flash crash at the end of the trading day,” said Jim Paulsen, strategist at Leuthold Investment Management....
...As Jim Paulsen of Leuthold points out, even if stocks have moved to a permanently higher valuation range, they are now exceeding that range: High valuation tells you nothing about when the stock market...
...James Paulsen, the chief investment officer of Wells Capital Management, is recommending his clients go overweight the sector. 5....
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