It's hard to react to things that are said because of the lack of specificity, and the probability of him being elected is still low so changing your portfolio because of him is not likely to be profitable.

Paul Zemsky

Categorized in : Company News

The Fed, I believe, is not going to do anything to take tightenin... by Paul Zemsky

The Fed, I believe, is not going to do anything to take tightening out of the equation.

The story today in the U.S. is growth with modest inflation, which is great for equities, i see nothing on the calendar outside a geopolitical event that is going to make them (the Fed) change course at this point.

Right now, the trade is a risk relief rally, people buying back the risk they sold earlier in the month.

It is hard to come up with what the percentage stock decrease should be to account for what outcome, global contagion doesn't seem as likely.

You are really putting a lot of faith in the skill of the portfolio manager when you choose these funds.

I can understand the market being a bit jittery here after making a new high and pausing ahead of the Fed minutes.

Data was good today so it's hard to find a reason (for the slight... by Paul Zemsky

Data was good today so it's hard to find a reason (for the slight decline in stocks) in the data.