“Overall, the data for the capital goods sector remains somewhat erratic, but the underlying trend remains upward.”
David Resler
“But I think the underlying trend in terms of consumer spending and overall economic spending is actually up.”
Charles Lieberman
“The true underlying trend in claims is downwards, but it is slow.”
Ian Shepherdson
“It looks like a bubble, but the underlying trend is too powerful to ignore.”
Henry Blodget
“A sector stock fund doesn't give one true exposure. There are times when the underlying commodity is moving and the companies are not. It's a different investment. So, when you're looking for true diversity, you want a direct relationship to the commodity.”
Kevin Rich
“I think a turnaround is clearly under way. The underlying trends are really improving.”
Nomi Ghez
“They (investors) tend to overreact to individual economic reports which may be more statistical noise than an underlying trend which takes three to four months to develop, ... They tend to pay equal attention to almost any report that is relevant, and some are more significant than others.”
Lynn Reaser
