Carlos Asilis

Yes, it's an unambiguous positive. But in terms of its overall importance, it's only marginal.

Yes, it's an unambiguous positive. But in terms of its overall importance, it's only marginal.

Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate read more

Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate that, at least over the coming quarters, visibility is high.

In that environment, it's only natural to expect the switch from labor into technology.

In that environment, it's only natural to expect the switch from labor into technology.

It's not unexpected. We think it's a healthy move.

It's not unexpected. We think it's a healthy move.

If an Iraq war scenario were to unfold in the early part of the year, it would probably be welcomed read more

If an Iraq war scenario were to unfold in the early part of the year, it would probably be welcomed by the market. Especially once victory is attained, which I think it would.