Media Appearance: CNBC's Morning Call (05/21/07)
This morning, I'll be on CNBC at 10:00am, discussing markets & the economy with the lovely Liz Claman.
On today's agenda:
Relative outperformance of overseas bourses versus the U.S.
Defensive rotations: Materials, Agricultural Chemicals, Insurance, Utilities, Pharmaceuticals, Energy
Big & Mid cap versus Smallcap
Underperformance of Tech
Should be fun!
UPDATE: 05/21/07 4:54pm
Its on the CNBC site
Monday, May 21, 2007 | 09:44 AM | Permalink
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``Money is very available, it's reasonably cheap, stocks aren't expensive and world growth is good,'' said Robert Doll, who oversees more than $1 trillion as chief investment officer at BlackRock Inc. in Plainsboro, New Jersey. ``That's the logic in a lot of these deals. I think they continue.''
The S&P 500 added 3.34, or 0.2 percent, to 1526.09 as of 11:03 a.m. in New York, less than 0.1 percent below its all-time high set in March 2000.
Posted by: patu | May 21, 2007 11:27:31 AM
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