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So let's get some -- here Europe.
The economy earnings and of course equity markets Gilford securities investments managing director Jeremy -- says.
Carefully studying those four -- is your key to investing wisely Jeremy spent the last -- with us.
And a Fox Business exclusive about a billion in assets under management let's start with of course Europe which is very much at the forefront of everybody's.
Ideas but you also throw the two eyes in their Israel and Iran.
We think that's very important point right now it's all about Greece this sort of palace on a cliff hanging off.
And we think you'll get rectified.
But after this gets rectify we still think there will be other shoes to drop in here and especially we're really looking in Israel and I around we think -- that could have some.
Situation later in the year for equities as well not just the energy markets for everything I mean certainly if Israel is gonna go in and indeed Iran we're gonna have some issues.
That's something we're definitely looking at in here.
The US economy will start with that -- as we look at that looking.
Incrementally better -- -- data points that are starting to string together positive trends I think get too excited about but nonetheless looking slightly better.
We think that there are a lot better I mean you take a look at the jobs market.
That it's been a lot better recently to decent jobs reports the one thing that concerns salon in the US -- the housing market we still think that the housing market is going to.
Bottom this year but we don't think that we're really gonna have a V shape recovery we're not gonna recover.
Until 2014 or fifteen until we get a population growth to come I then assume that you wouldn't be going into the home builders you have another crisis erupted today we're from the -- stay away from those right now what you're optimistic overall about equities we are we're very optimistic and you are we actually think that's.
After all this noise that's going around out here.
And the noise in Europe the economy equities we think at the end of the year we're still gonna be up from here another eight to 10% so.
We group earnings so wanna get to earnings to having look to you they look pretty good I know a lot of people out there are talking about -- earnings didn't grow they only grew seven and a half percent.
But that gets back to normal times were coming after 20082009.
And those -- -- terrible and now all of a sudden seven and a half a percent earnings -- I'm really comfortable with we think the S&P 50005.
Dollars per share it's gonna -- And fourteen times fifteen times earnings.
Equity markets look pretty good tell us what would you avoid because we're gonna talk in a minute about what you -- at the moment but what what you avoid I would avoid the long bond I really think and fixed exercise at money.
I think it's -- -- look at what inflation is running -- you have three and a half 4% inflation.
You have the long bond that can reach warning and all of a sudden given negative rate -- return I mean I think that the bond bubble.
This really here similar to the housing bubble -- to talk.
Tech bubble I would be far away from -- -- is okay but he's getting very close to another trade coming up.
Jeremy is back and he's talking specifically about the big names that he loves and right now so get ready for that.