Lincoln Anderson

I look at that as really good news for the market; you want something right in the sweet spot. We're read more

I look at that as really good news for the market; you want something right in the sweet spot. We're just in a nice, smooth acceleration, and now people are starting to think that's likely to be sustained.

There's not a big inflation problem. Under those circumstances, you get a benign yield-curve inversion.

There's not a big inflation problem. Under those circumstances, you get a benign yield-curve inversion.

I think this will be more of a company-led expansion instead of one led by consumers.

I think this will be more of a company-led expansion instead of one led by consumers.

That makes it definitely worth watching how bonds are trading. When there are problems at a company, the institutional bond read more

That makes it definitely worth watching how bonds are trading. When there are problems at a company, the institutional bond investors tend to figure it out before the rest of the retail market and dump their bonds.

The biggest thing that would help the markets right now would be a sustained drop in crude oil, but I'm read more

The biggest thing that would help the markets right now would be a sustained drop in crude oil, but I'm not holding my breath for that. It's drawing attention away from third-quarter numbers that, despite GM, are really pretty good.