Carlos Asilis

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.

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.

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

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

Whether retail money is going to rotate back into the market in a huge way is the key. My guess read more

Whether retail money is going to rotate back into the market in a huge way is the key. My guess is it's not going to happen.

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.