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.

Miscellaneous Quotes, by Carlos Asilis

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

Miscellaneous Quotes, by Carlos Asilis

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Yes, it's an unambiguous positive. But in terms of its overall importance, it's only marginal.

Miscellaneous Quotes, by Carlos Asilis

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Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate that, at least over the coming quarters, visibility is high.

Miscellaneous Quotes, by Carlos Asilis

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

Miscellaneous Quotes, by Carlos Asilis

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

Miscellaneous Quotes, by Carlos Asilis

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

Miscellaneous Quotes, by Carlos Asilis

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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.

Miscellaneous Quotes, by Carlos Asilis

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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.

Miscellaneous Quotes, by Carlos Asilis

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The deal is a clear sign that it still pays to be overweight Mexico and we expect to see more upside.

Miscellaneous Quotes, by Carlos Asilis

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