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Letter "D" » David Thwaites Quotes
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«I think there are worries about key economic data coming out today and the rest of the week, which is taking the focus off the recovery that is supposedly occurring.»
Author: David Thwaites
«I would hope that we could sustain the bounce we had yesterday (Tuesday), with the good news from Dell. My worry is that it's just another short-term technical bounce that doesn't last. My suspicion is we'll take profits.»
Author: David Thwaites
«I expect a fairly calm open, maybe slightly softer. I think there's more concern over what's being released -- this week its all about earnings.»
Author: David Thwaites
«I think we're going to be marking time ahead of the economic numbers Thursday and Friday. I think it will be a fairly mediocre open and I wouldn't expect the markets to do very much today.»
Author: David Thwaites
«I think there are a few second thoughts (like) 'Maybe the economy is a little weaker than people thought and 'Why did the Fed cut rates?'. There's a holiday in the U.S. Monday. I think (the market) is going to be pretty subdued.»
Author: David Thwaites
«I thought we would have been lower -- maybe the U.S. will follow Europe higher. I don't think there's a fundamental reason for it, other than what's going on in the banking sector.»
Author: David Thwaites
«You really want to take advantage of the U.S. recovery. Technology, telecom and consumer cyclical stock would be the best investments.»
Author: David Thwaites
«Reality bites. Micron underlines that despite the market run-up recently, there's still no confidence about growth and earnings.»
Author: David Thwaites
«As far as European companies are concerned, the [United] States is still the place to buy companies and to get long- and medium-term growth. What you've got is a utility in the U.K. that is very much constrained by government price caps and regulations and is looking to expand into freer and faster-growing areas and it's clearly looking at the U.S. This is the third deal they've done in the States and I think it's a good one.»
Author: David Thwaites
«Markets are subdued ahead of the Fed (U.S. Federal Reserve) meeting on Tuesday. It's not clear what the Fed's intentions are.»
Author: David Thwaites
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