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Ram Kolluri Quotes

«Some sectors like retail are bracing themselves for a slowdown in the economy in the second half. So you can see some of the weakness in retail stocks. But corporate earnings are looking good. They are afraid of the Fed and that is still in the minds of people. Once burned, twice shy.»
Author: Ram Kolluri
«What concerns me is that the weakness in equity markets predates the war. The travel industry is having major problems, natural gas prices remain stubbornly higher and earnings growth has been very sporadic. The war is going to be a much longer and more involved process than people think. We are going to be under the gun, even when the conflict itself is over. If we don't see a dramatic recovery in earnings and a drop in oil once the conflict ends, these rallies that we have now won't be meaningful.»
Author: Ram Kolluri
«It's like (Dickens') 'A Tale of Two Cities,' 'it was the best of times, it was the worst of times,' ... If you get away from the stock noise, the economy is recovering, manufacturing is picking up, you've got the services report this morning. But the market just wants to ignore this information.»
Author: Ram Kolluri
«We're reeling. Everything is up on the table and we are going to be under this cloud for a while. For a long time, people have been so focused on earnings that corporate America realized that they can get away with playing games with the balance sheet, and now it's catching up with them.»
Author: Ram Kolluri
«This is a very preliminary report, and it will surely be revised downward in the neighborhood of 5 or 5.5 percent, but even that is extraordinary, coming off of last quarter's growth. People know that it will be revised downward, and so maybe they are a little cautious today, but you need to look at the longer-term implications of this.»
Author: Ram Kolluri
«Recent statistics have introduced an element of uncertainty into the economic recovery. We don't know if this is a cyclical, temporary slowdown or something more, and we're probably not going to have clarity on that until the fall.»
Author: Ram Kolluri
«The techs have been beaten up for the past few months because the so-called tech spending recovery has not met expectations.»
Author: Ram Kolluri
«Unless there is a dramatic, clear-cut winner, which at this point is not statistically likely, there is little chance of this being resolved right away. I think both sides are automatically primed to challenge certain results.»
Author: Ram Kolluri
«You've got the warm and toasty economy, or the Goldilocks economy, still in place.»
Author: Ram Kolluri
«I'm pleased with the first-quarter gains, but I don't think that you can extrapolate that the whole year will be positive as a result. We still expect low single-digit returns for the S&P 500 this year.»
Author: Ram Kolluri

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