Quotes by Joe Kalinowski

“The market has been bracing itself for war for the past six months. Theres a lot of money thats sitting in safe havens now and everything has been put on the back burner.”

“Coming off such a low base, higher rates are confirmation were in an economic growth cycle, as opposed to killing off the growth cycle, ... It doesnt deter my confidence in the stock market now.”

“Its really preliminary, but indications are that the worst is over.”

“I think [the stock market] is pricing in some type of earnings recovery but I think the market is priced to perfection.”

“Once we hit the fourth quarter confession season, well see a pullback,”

“To an extent, the market has built in a rebound. Whether its too soon remains to be seen.”

“Its really time to start looking forward.”

“I think the worst of the confession season is over.”

“In this environment the estimates have come down so fast in such as short time that these companies have no choice but to beat the consensus.”

“Were coming off such a low base, higher rates will be more of a confirmation of an economic recovery than a dampening on corporate profits, ... Weve been long on a lot of sectors tied to economic recovery and growth, and were not going to change that stance, even after the first rate increase.”