Maxioms by Carlos Asilis
If rates keep going higher, that will pose some problems to sizeable chunks of the stock market, particularly financials and read more
If rates keep going higher, that will pose some problems to sizeable chunks of the stock market, particularly financials and other areas that are interest-rate sensitive.
If an Iraq war scenario were to unfold in the early part of the year, it would probably be welcomed read more
If an Iraq war scenario were to unfold in the early part of the year, it would probably be welcomed by the market. Especially once victory is attained, which I think it would.
Whether retail money is going to rotate back into the market in a huge way is the key. My guess read more
Whether retail money is going to rotate back into the market in a huge way is the key. My guess is it's not going to happen.
By introducing noise, they hope the adjustment will be smoother.
By introducing noise, they hope the adjustment will be smoother.
Yes, it's an unambiguous positive. But in terms of its overall importance, it's only marginal.
Yes, it's an unambiguous positive. But in terms of its overall importance, it's only marginal.
