I think it tells you a lot about the confidence you can have investing overseas. And maybe a little about the kind of quarter we had here at home.
More Quotes from Don Cassidy:
People understand real estate because they either own it or live in it. You ride by those apartment building or those office buildings with a plaque from your REIT and say, 'I own those.' It's kind of like owning McDonald's.Don Cassidy
Like anything else, the time to buy them is when they look the scariest. When they've been going down, when rates have been rising, and you're afraid and there's the threat of recession. ... And if it's been fun for a while, you better think about getting out.
Don Cassidy
While roughly two-thirds of U.S. diversified equity portfolios are managed by more than one person, starting last February, they can no longer say 'team managed.' They have to name the people managing the fund.
Don Cassidy
The success of gold and real estate funds indicates people expect inflation, which is probably not good for the economy and the market because interest rates will rise. And the fact that three-quarters of recent new money has been flowing into world funds, rather than domestic funds, is not a vote of confidence for the U.S. stock market.
Don Cassidy
In 2005, investors began to pay attention to gradual improvement in the Japanese economy aided by some long overdue government-driven reforms.
Don Cassidy
If the market is going to go up next year, it's going to take some rotation of leadership. You can't have the same thing lead forever, people get tired of doing it and whatever it is, it gets overpriced. We see a rotation into tech names, just because it's been a laggard. The other things we see developing is that large will probably outrun small, and we think growth will begin to beat value.
Don Cassidy
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Based on Topics: Confidence Quotes, Home QuotesTimid men prefer the calm of despotism to the tempestuous sea of liberty.
Thomas Jefferson
We shall never be able to remove suspicion and fear as potential causes of war until communication is permitted to flow, free and open, across international boundaries.
Harry S. Truman
As a child our dreams got scattered all about and all our future prospects got scattered to so many places, and we spend our lives trying to find the little pieces that make up our lives and make up the dreams that we had as a child that got blown away in the windstorm.
Terrence Howard