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Letter "C" » Christine Callies Quotes


«People aren't going to take any position ahead of the elections.»
«We'd like to combine our overall upbeat analysis of consumer spending and retail activity with our baby boom spending thesis. And this is basically grounded on the observation that baby boomers tend to spend more on quality of life and personal indulgences than their parents did when they were at the same age.»
«We don't see any indication that the Fed would have caused to start talking more tolerantly about monetary policy. And we don't think the bond market has any particular reason to go down to lower yield levels.»
«We're buying technology areas very selectively, ... and we're branching out into an area that we would call tech proxies, meaning there are very often 'old economy' companies that are trying to change their structure so as to be included in the new economy.»
«It really isn't a beauty contest between big-cap and small-cap stocks that the small caps eventually win,»
«Economic data is going to push the market back and forth.»
«The problem with the tech sector is not so much a fundamental problem as a valuations problem.»
«The Internet stocks are just responding to the rebound in the overall market. They're extremely volatile.»
«We think there's a lot of value in semiconductors.»
«The market is supported by somewhat better fundamentals than might have been seen a few months ago. I think the market is going to try to inch higher.»

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