Sentences with phrase «much of the bullishness»

Much of the bullishness driving that multiple expansion derives from enthusiasm about the tech sector.

Not exact matches

As usual, I don't place too much emphasis on this sort of forecast, but to the extent that I make any comments at all about the outlook for 2006, the bottom line is this: 1) we can't rule out modest potential for stock appreciation, which would require the maintenance or expansion of already high price / peak earnings multiples; 2) we also should recognize an uncomfortably large potential for market losses, particularly given that the current bull market has now outlived the median and average bull, yet at higher valuations than most bulls have achieved, a flat yield curve with rising interest rate pressures, an extended period of internal divergence as measured by breadth and other market action, and complacency at best and excessive bullishness at worst, as measured by various sentiment indicators; 3) there is a moderate but still not compelling risk of an oncoming recession, which would become more of a factor if we observe a substantial widening of credit spreads and weakness in the ISM Purchasing Managers Index in the months ahead, and; 4) there remains substantial potential for U.S. dollar weakness coupled with «unexpectedly» persistent inflation pressures, particularly if we do observe economic weakness.

The last time we saw this much bullishness was at the start of 2001, which preceded an awful 2 - year period for stocks.

Open Road don't have much of a track record (though neither did Summit before «Twilight,») even if giving it the same slot as «The Hunger Games» suggests a certain bullishness.

I see a Chinese Stock market bubble... Tremendous amount of Margin debt... I see too much confidence and bullishness... all of this combining to an aged bull market.

Presently, the level of advisory bullishness is not much below where we would expect it to be, given the market decline that we've observed.

It seems the denial people use all sorts of blatant gimmickry and bullishness to make them sound confident, which achieves the goal of stirring up a lot of support among those who don't think very much.