163 Quotes by John Davidson

We had a pretty strong run up in anticipation of the earnings season. But because of that run, if any company reports declining results or results that are less than what was expected, you're going to see a strong reaction.

When you're picked 30th and you've done this, there's something special. No question, everything's changed here, that was the biggest, single thing that had to happen in a short period of time. I thought it would take some time because you had to develop from within. They're doing that along with the people they brought in.

When you're on the wrong side of the ledger column like that, it's just fate. It's unexplainable.

Where does the bond guy put his money now? ... Stocks can absorb inflation more readily than bonds, because you can come through with better pricing power and stronger earnings.

Tomorrow is probably one of the more important economic release days. My guess is that as the market started moving up today, people do not want to be short going into those numbers.

When the pods went pop on the broom, green broom.

We like Sun. It's another gorilla in the space. And I think Sun has been very affective in moving to other areas including storage, which I think is one of the themes that we have in our technology fund.

We're nearing the end of the earnings period, we've already heard from the Fed, and there aren't a lot of big surprises out there for the rest of the month.

The PPI numbers look pretty good. I think the important thing to look at is when this thing turns around, and I don't know that we yet have a clear picture that we definitely are in a slowdown mode, although there are some signs that we have slowed down, which sectors are likely to do well. And I think the important thing, if you look past the last two weeks, is that there is really a resurgence of the leadership of technology and biotechnology.