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.

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.

It's not unexpected. We think it's a healthy move.

It's not unexpected. We think it's a healthy move.

By introducing noise, they hope the adjustment will be smoother.

By introducing noise, they hope the adjustment will be smoother.