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I saw how should investors adjust after the major indices worst week and months.
We want to bring in -- -- -- co president and chief investment officer at omni -- Group -- and how should you invest I mean I think I was reading one report that revenue growth in the first quarter just isn't as strong as we have seen.
In previous quarters that would be troubling for a lot of people.
-- -- -- to remember we have we have a lot of headwinds that that we're still dealing with from the sequester.
Who won two of the that the tax increase that the federal tax these of these issues we have to get through -- -- there's I don't think they're major but there.
There are headwinds -- now we've got.
A lot of people thinking about what happened last year -- who were up 12% in the first quarter down 3% in the second quarter.
You know those people that wanted to buy the market when the when adept -- starting to dip in -- -- wait a minute this may be more significant.
Fact of the matter is that you know as of -- 74% of those companies are reported earnings beat estimates whether the essence would.
-- estimates week estimates the fact of the matter is that as long as the data remained.
Week not strong mumbled through the Fed's going to be a long ways away from -- in its quantitative easing.
The other thing we have to pay attention to what you think gives us a lot of upside potential.
Is that what's happening in Japan is nothing less than significant.
And we need to pay attention to the -- So let's let's first to finish at the United States because I know you are hot on that yeah and you talked about the last time you -- but that means -- -- you're saying is that second quarter.
Will be better than last year.
Not great -- first quarter but better.
Yes and it and I think that again investors have.
Whether your equity investor were fixed income investor.
I don't think investors have really gone full.
Tilt into the marketplace now they haven't we seen it right and I'm and so they're used to the opportunity.
Is is not to get short I think opportunities to get long this market.
To Israel when you -- to pay attention the end is it as simple as that American products.
You know what what are they gonna be more expensive overseas is that gonna create more revenue for companies like caterpillar might be -- -- I'm not going there with with this particular with the end where I'm saying is that.
The weakness of the yen and that and that.
And and the expected further weakness of the -- is really statement about how much more liquidity has really brought into.
Both the financial system in the economic system globally.
In and that's an add on to what the Fed is doing and his at this point it's a lot.
You also worried about this unemployment claims -- I'm.
I'm not worried what I really want to do is get -- high frequency data that comes out once a week I wanna pay attention to what it's behaving reasonably well.
We're at the lower end of the range that we've been in and I'd like to see that continue to dip if it does that I think all the worries about a slowdown in the second half.
It would will be dismissed.
-- real quick there was a report that you know the big money this -- might hedge funds actually under performs.
The indices last year will weather lets forget for retail investors and they see the big guys don't get -- right.
Well I would look at you know it's things like that SPY.
You know it's it's an ETF who did it mirrors the S&P and it costs maybe ten basis points you don't need to pay two and twenty or want right when he to participate in the marketplace.
All right because it's moving Koreatown -- -- -- is thank you very much for being here.
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