Sean Darby

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Last quote by Sean Darby

In a busy week, all attention will be on President Donald Trump who will deliver his first State of the Union Address on Tuesday night. More important, in our view for equity investors, is how the largest net short position on Treasury futures in history unfolds alongside a peaking in the long-term correlation between U.S. equities & bonds and decade low realized volatility. There have been expectations that the President would deliver evidence of concrete progress on his fiscal programs, especially tax reform and tax cuts. However, that does not appear to be likely.feedback
Feb 27 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 Sean Darby is associated, including U.S. and cost. Most recently, Sean Darby has been quoted saying: “We continue to recommend owning companies with high fixed costs over rising variable costs. Equally with valuations already discounting a significant recovery, investors should remain wary of expensive stocks. The bottom line is that while a value strategy will work in the U.S., investors should keep an eye on margins and the degree of operating leverage or asset turns stocks offer. Inflation ought to mean higher and faster pricing power but it will mean a jump in costs.” in the article Jefferies says these stocks should beat the market if inflation increases. An other article where Sean Darby has been quoted is Trump's protectionist policies may actually accelerate automation of US jobs, Jefferies predicts.
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Quotes by Sean Darby

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