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Letter "C" » Carlos Asilis Quotes


«The story is clearest in the natural resource area. They import a lot from resource-rich countries like Brazil and Chile. It's no mistake that those are two of the top five performing markets in the world this year.»
Author: Carlos Asilis
«The things that make up the bulk of consumer expenditures for most U.S. households -- all of them seem to be moving up significantly.»
Author: Carlos Asilis
«Are we going to break up or down? It's hard to say at this point. What is becoming clear is that buying volatility may not be a bad thing.»
Author: Carlos Asilis
«Cash levels are very low. The bullish case is to say that money-market fund levels are very high, which means that investors have the wherewithal to rotate back into equities. My take on that is I wouldn't hold my breath.»
Author: Carlos Asilis
«We could talk about sunspots, we could talk about fiscal year-end effects, but whatever the explanation may be, history is on the side of the fourth quarter being a good one.»
Author: Carlos Asilis
«We believe [such a decline] is a possibility, especially if investor concerns about a below-trend gross domestic product [GDP] growth outlook in 2003 are realized.»
Author: Carlos Asilis
«That would be a positive. Some of the world's excess capacity would be ameliorated.»
Author: Carlos Asilis
«There is a risk that if China liberalizes the foreign exchange system when the banks need to be recapitalized, there could be trauma in the system. My impression is that the Chinese are going to be as gradual as they can.»
Author: Carlos Asilis
«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.»
Author: Carlos Asilis
«Stocks will probably hit a wall in the next couple of months, unless we move closer to the Goldilocks scenario.»
Author: Carlos Asilis

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