Alphabet falling behind in AI is a clear and present danger, said Tom Graff, chief investment officer at Facet. The downside is so significant for Alphabet that theres really no way to price it in.
When we saw the ISM manufacturing [on Friday] and nonmanufacturing both being stronger than expectations and better than the previous, it really called into question the thesis that the government shutdown shook confidence, said Tom Graff, fixed-inco
Date: Nov 05, 2013
Category: Business
Source: Google
Treasury Five-, Seven-Year Notes Lead Gains Amid Fed Speculation
QE is a net negative for Treasuries, if its large enough to work, said Tom Graff, who manages $3.6 billion of fixed income at Brown Advisory Inc. in Baltimore. I dont want to be a buyer of Treasuries with QE as an expectation, though given the market reaction to todays data, that view appear