Friday, March 5, 2010

Beyond the Sound Bite: An Interview with Adam Parker, Ph. D.

In my interview with the Chief Investment Strategist for Sanford C. Bernstein, Mr. Parker describes how the second half of the year is likely to result in a modestly below consensus view for 2010 operating earnings for the S&P 500, why a 13 to 15 P/E is more appropriate for the current market climate, some of the issues involved with the Fed's exit strategy and the economic handoff from government stimulus to sustainable private sector growth, and the prospects for a strong capex spending cycle and technology.

Beyond the Sound Bite podcast interviews can be found at
To listen to this week's interview, click here

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