Last quote by Tony Dwyer
So this whole narrative that this is the Trump trade, the reflation trade, … it just doesn't work for this year because most of those areas that would benefit, outside of financials, they're not rallying. For me, it's much more, … whatever it takes to get the key indicators I look at to get oversold enough.
This page is completely dedicated to what Tony Dwyer has to say. All of Tony Dwyer’s quotes are organized here by date and topic. The most recent quote attributed to Tony Dwyer came from an article called Don't buy stocks until you see these four key signs, strategist warns: “So this whole narrative that this is the Trump trade, the reflation trade, … it just doesn't work for this year because most of those areas that would benefit, outside of financials, they're not rallying. For me, it's much more, … whatever it takes to get the key indicators I look at to get oversold enough.”.
Tony Dwyer quotes
I'm probably too low on that. The most important point is that corporate credit has improved. If you look at one of the things which is really going to freak out investors, it's when the stock market recovers and corporate credit doesn't.
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Quotes by Tony Dwyer
Mar 23 2017
It's hard to stretch a rubber band that's fully stretched. It's a lot easier to do it from a neutral position, and that's really our investment and trading call; we just want to be market neutral until those things get oversold enough.
Mar 15 2017
So, between a global synchronized recovery and a better U.S. economic backdrop, you want to be buying into weakness, not selling it.
Mar 15 2017
The fundamental side of this backdrop is really terrific. We have a synchronized global recovery, we have corporate spreads and a credit market that are at their best levels in the cycle and our U.S. economy is getting better on the back of [small business sentiment], which saw a historic ramp over the last few months. That's because there's a sentiment in corporate America boardroom that it's so great to not have the prospect of increased regulation and increased taxes.
Feb 06 2017
I want to be [on the] offensive as the market's coming down. And you can't do that if you're already [on the] offensive. You don't want to up your risk when all this stuff is overbought. Europe's getting better. China's getting better. All of these economies are doing well. The data is getting way better because the monetary stimulus globally is finally working its way through the system, especially ... the ECB purchases of corporate bonds.
Feb 06 2017
Once you get that factored in you get a pretty nasty little correction, a 4 to 7 percent correction of an extreme and historical overbought condition on the indicators we use, and you've got to own it. The thing is, what do you do with it? Even using my aggressive assumptions, your mean inversion is 15 months. We're talking about no recession until 2020. So there are still a couple of years ahead when you can get giddy-up.
Jan 26 2017
So it's kind of a combination of all these things that creates an environment that's ripe for just kind of a nasty little pullback.
Jan 04 2017
I want to get bullish, but we've got to get lower prices. We've got to rid of some of the excessive optimism.
Aug 09 2016
History shows you don't get defensive unless you're going into a recession.
Jul 04 2016
It's fantastic. It's Wall Street lore. The Fed is not going to move, they are going to be lower for longer, the yield curve if flattening, how could you possibly want to buy a financial or a bank when there is European crisis and Asia is slowing?
Jul 04 2016
And, the last time that you had a similar environment of low interest rates, flat yield curve, European crisis.... that was the time to buy the banks.
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