What bothers me here is that we're dismissing the Southeast Asian crisis, and I don't think it can be dismissed. I think it's going to have an impact that will be deeper and longer lasting on the U.S. economy than we're giving it credit for.
More Quotes from Vince Farrell:
We're in a vacuum as to what we can look for in news.Vince Farrell
With more and more people going online, you're going to need more power, ... That means Intel's going to sell more chips. I think you want to own Intel for the next couple of years because it is the engine of the Internet.
Vince Farrell
But nobody wants to hear about gains over the next couple of years,
Vince Farrell
I like the fact that it's almost done. They are finally doing something but for seven years, the Japanese have not gotten it.
Vince Farrell
AIG trades at a market multiple, and it is indeed the best insurance company in the world, in my opinion. But financial stocks rarely, if ever, trade at market multiples,
Vince Farrell
I think there is an era of optimism that pervades the financial community in the United States. There's just this feeling that stocks are going to go up, and up, and up.
Vince Farrell
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