Nobody can pinpoint when this process will come to an end. But it is very clear that it can't go on forever. Do you let this bubble grow, or do you do something about it? - Carlos Asilis Quotes
Nobody can pinpoint when this process will come to an end. But it is very clear that it can't go on forever. Do you let this bubble grow, or do you do something about it? Carlos Asilis
 

More - Carlos Asilis Quotes

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. - Carlos Asilis Quotes

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.

Carlos Asilis

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

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

Carlos Asilis

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

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

Carlos Asilis

 Importance
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. - Carlos Asilis Quotes

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.

Carlos Asilis

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

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

Carlos Asilis

 Environment
By introducing noise, they hope the adjustment will be smoother. - Carlos Asilis Quotes

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

Carlos Asilis

 
It's not unexpected. We think it's a healthy move. - Carlos Asilis Quotes

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

Carlos Asilis

 
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. - Carlos Asilis Quotes

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.

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. - Carlos Asilis Quotes

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.

Carlos Asilis

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

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

Carlos Asilis

 
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