Geoff Lewis Quotations

Looking back, there was a huge bubble. We don't have anything like those extreme valuations now.

We'll be pleasantly surprised by Japan, we'll be pleasantly surprised by European data, so in a global equity portfolio, stay fully invested.

Ending super-easy monetary policy is a big plus for the equity market because it means economic recovery is going to be sustained, the exit from deflation is for real, and the economy is becoming a more normal economy.

This Indonesia thing is a storm in a tea cup. I don't see any chance of this developing into a 1997 crisis. Asia's made too much progress.

There's considerable nervousness about the direction of interest rates. After having such a strong run earlier, markets need some time to catch their breath.

It's a steady, rather than explosive, expansion in the economy with the employment and wage data gradually picking up.

Their earnings have been disappointing, unlike the rest of the market. They are facing more competition from low-cost producers elsewhere, for example in China and Korea.

A higher oil price is like a tax on consumers. It pushes up price levels and consumers are going to spend less on everything else.