Ronald Hill Strong Quotations

What is happening is a little like what happened in the 1920s, the period where demand growth was quite strong but supply growth was even faster. You had new technology then, it was electric power. Now its computing power.

There's still plenty of liquidity. Earnings have been spectacular, over two-thirds of the companies reporting so far in the S&P 500 have had upside surprises, ... Remember, strong growth gives you strong earnings. And the key thing is that inflation is still somewhere over the horizon.