John Stoltzfus - Oppenheimer Holdings

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Last quote by John Stoltzfus

It doesn't mean that that's necessarily going to happen, but negative projection is an enemy of the market at times like this.feedback
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May 21 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which John Stoltzfus is associated, including Washington and S&P. Most recently, John Stoltzfus has been quoted saying: “That's the big worry behind everything. People jump to conclusions and when we looked at the market [on Wednesday] and we looked at comments that were coming across the board related to that, there was a lot of the ghost of impeachment kind of thing. The market ultimately goes with the economy. You've got a global economic recovery that becomes less deniable on a quarterly basis, if not on a weekly and monthly basis, and then in the U.S. the economy looks sustainable.” in the article 'Ghost of impeachment' is haunting an overreacting market: Strategist. An other article where John Stoltzfus has been quoted is Why earnings season could impact your portfolio.
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John Stoltzfus quotes

Feb 13 2017

We think that the market had originally anticipated a negative outcome if Trump was elected. But once we saw what happened on election night and the way that futures were indicating positive by the end of the night what We thought was this looks good and the markets certainly said 'I like it'. Especially if the administration puts its influence on Apple to move its manufacturing back stateside, there will be offsets available for bringing some of that capital back from outside the U.S.feedback

Feb 05 2017

This could ultimately prove a worthy antidote from the gridlock that has dogged Washington for decades.feedback

Dec 28 2016

We believe industrials will continue to outperform as the expansionary environment grows with the trend for fiscal infrastructure investment and relative accommodative global monetary policy remains intact.feedback

Dec 28 2016

Our expectations are for tailwinds for the equity market stateside as elements of the stimulative fiscal agenda broadly outlined by President elect Donald Trump are implemented. In our view, this could provide further support for stock prices and some upside risk to our benchmark target.feedback

Dec 20 2016

If we think of the S&P 500, it's only up about 40-some percent from Oct. 9, 2007, which was its last cyclical peak. Similarly the Dow is not that much up from going back to the last cyclical peak.feedback

Nov 22 2016

First you have to complete the design, then implement it, you've got all kinds of execution risk. It's going to take years to see the fruits of a lot of what's just on the drawing board.feedback

Nov 22 2016

He's most certainly sending a signal that … at his core he's sticking to his guns, but I think he's also tempering things as he moves forward just by the reality of what global trade is, technology, and the effects on the workforce around the world.feedback

Jul 25 2016

Among the defensives, the only place where I'm really shopping is going to be in health care because health care had been so brutalized this year.feedback

Jun 24 2016

Investors should consider pullbacks as a time to make shopping lists of desirable opportunities, as well as time to seek 'babies thrown out with the bathwater' during market volatility.feedback

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