All the bad news is not out yet, and I don't know if we're going to have another round of estimate reductions because the economy seems to be falling away far faster than any of us would expect.

The economy looks good. Greenspan told us that.

The growth rates are still going to be significantly above what we expect the market's growth to be,

Gore is putting himself as the populist candidate to fight against those big companies. You'd have to say Wall Street, right now, views Gore with fear and trepidation because he's attacked those industries in his campaign. What's been very strong has been healthcare so healthcare stocks are telling you Bush is going to win. Money managers are putting their money up front.

I don't think the Fed is going to raise rates . . . just because of a report the Fed is worried about it. I don't see any sign of inflation.

I don't think bank stocks are going to plummet, and I think you probably should take advantage of the weakness to start to add to your portfolio,

I don't think having your former chairman become vice president is going to hurt your company, if that were to come to be,

I'd start to dust off the buy list on some of the tech names.

I'm very optimistic, looking out a year or two.

I like financial stocks, but not banks, ... As a rule you have to be very cautious, because if the economy is softening, you don't know the extent of the loan loss reserves they're going to have to ante up for loans that go bad in a soft economy.