Carlos Asilis

If rates keep going higher, that will pose some problems to sizeable chunks of the stock market, particularly financials and read more

If rates keep going higher, that will pose some problems to sizeable chunks of the stock market, particularly financials and other areas that are interest-rate sensitive.

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.

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.

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

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

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.