23 Quotes by John Caldwell

It's going to be a choppy holiday season for retailers. There will be haves and have-nots depending on where consumers' tastes lie for the season.

It's an earnings season very much in line with what we anticipated. We're at the point in the economic cycle and in this earnings cycle where a little bit of a slowdown is not too surprising. You're up against some pretty tough comparisons over the last couple of years.

After the market rallied hard on the Fed minutes earlier this week, the perception had been building that good, but not strong, economic data is positive because that signals the Fed having to raise rates less. It's one of those cases where good news is bad news for the economy.

Clearly it's going to have some impact on the market if there is damage that will keep the port 3/8 closed.

The underlying fundamentals of the market still remain very healthy. We are looking at good solid earnings growth in the first quarter and economic growth that has bounced back.