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Carlos Asilis Quotes

We could talk about sunspots, we could talk about fiscal year-end effects, but whatever the explanation may be, history is on the side of the fourth quarter being a good one. - Carlos Asilis

Tags

Talk | Sunspots | Fiscal | Year | Effects |

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The deal is a clear sign that it still pays to be overweight Mexico and we expect to see more upside. - Carlos Asilis

If rates keep going higher, that will pose some problems to sizeable chunks of the stock market, particularly financials and other areas that are interest-rate sensitive. - Carlos Asilis

Cash levels are very low. The bullish case is to say that money-market fund levels are very high, which means that investors have the wherewithal to rotate back into equities. My take on that is I wouldn't hold my breath. - Carlos Asilis

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