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.

Stocks will probably hit a wall in the next couple of months, unless we move closer to the Goldilocks scenario.

Stocks will probably hit a wall in the next couple of months, unless we move closer to the Goldilocks scenario.

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.

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.

In that environment, it's only natural to expect the switch from labor into technology.

In that environment, it's only natural to expect the switch from labor into technology.