It could mean a substantial reduction of global trade, ... That could lead to new energy shortages and affect a wide variety of imports and exports, particularly manufactured goods from the Pacific Basin.
More Quotes from David Braverman:
They're pricey, but on the other hand, that's where you're going to get the good growth and good earnings.David Braverman
Whatever volatility we've seen today can be attributed to oil.
David Braverman
The warehouse club concept seems to be fairly transportable, ... They're even going to build a warehouse in Taipei. They're now going to provide Internet service in conjunction with Microsoft at 11.99 a month. All of that keeps Costco's membership fairly stable and keeps their renewal rates very high.
David Braverman
Analog Devices makes digital chips that go into cell phones, and there's nothing more hot than that at the moment - you've got cellular phones, which, obviously the world wants to own, plus you've got the chips that go into these phones. These are really the places to be right now.
David Braverman
The markets will be relieved once we know the winner. It's more important that there's a clear winner than who wins.
David Braverman
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