Larry Jones
Larry Jones
bond factors fed multiple prices
There are multiple factors influencing bond prices right now, not the least of which is the uncertainty about what the Fed is going to do going forward.
basis economy-and-economics expect fed fund increases market maybe percent points pricing
We expect maybe 50 basis points of Fed fund increases between now and December. The market is pricing in 100 percent probability of that happening.
along basis begins believed bond environment equity fed front great half investors june pages points political season whatever whether
We've believed all along that the Fed would do whatever they were going to do by the June meeting, so that they would not be in the front pages during the political season which begins in August. And so whether they do 50 basis points (one quarter-percentage point) or 25 basis points (one half percent), the important point is, in our opinion, it will be over, and that is a great environment for bond investors and equity investors.
She was very precise. She wanted to give you details.
breathing excuse major planning running treated worked
She worked well, and we're planning on running (in the Distaff,) ... She had a major excuse in the Beldame because of a reoccurring breathing problem. We think we've got it corrected. She didn't have surgery; we treated it with antibiotics.
kids
She said her kids do this to her all the time.
ask diversity mean program seen together whether willing work
When you ask me whether they mean well and whether there is a diversity program that addresses all of our problems, we have not yet seen that. But we want to see that, and we are willing to work together to make that happen.
planning vacation wife
Me and my wife are planning a 10-day vacation soon.
buck business operate stops
When you're in business for yourself, the buck stops with you. You don't operate in a vacuum. You have to operate in the community.
allowed believe case recovering strong
We believe there is a strong case for recovering some amounts that we were not allowed to recover.
bring cooking fun last orleans relatives since south
We've got relatives from the South here who have been trekking in since last week. It's going to be kind of fun if they bring some of that New Orleans cooking with them.
expecting fourth pattern quarter recovery returns sales season sector sells similar strength summer technology
Typically the technology sector specifically sells off in the summer season as you have a seasonal slowdown but then it returns to strength anticipating the recovery in sales in the fourth quarter of the year. And we are expecting a similar pattern this year,
books children feed happy help mind name supplies
We are so happy that these supplies and books can be used to help the children of Alabama. Our name is Feed The Children, and for more than 25 years, we've been doing just that. But, we know how important it is to feed the mind as well as the body.
add alpha assets billion earlier edge emerging excluded focus investment investors larger managers offered performance potential research showing studies
This research confirms earlier studies showing that smaller, emerging investment managers historically have offered a performance edge over larger firms. However, these firms are often excluded from large institutional manager searches, which typically focus on established firms with more than $2 billion in assets under management. As a result, institutional investors may be overlooking potential opportunities to add alpha to their portfolios.