Tobias Levkovich Quotes

You can see the fad, and know it's just a matter of time until it blows up. When people get worried, they will want the safety of U.S. equities.

- Tobias Levkovich

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Matter | Time | Blows | People | Worried |

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Within the capital spending sensitive Information Technology arena, the lack of follow through to even higher levels of growth has been very disappointing to the investment community. Yet, one needs to recognize that tech spending has been coming back for almost two years now and is not only now emerging from a long slumber, as many seem to think. - Tobias Levkovich

There is some component of geopolitical-terrorist risks built into the markets already. That's one reason why we might not be suffering a much sharper decline. - Tobias Levkovich

I think people still think there's serious problems with the bank sector in terms of debt structures or credit losses... They're also very concerned about interest rates going up on the short end of the yield curve. Companies the size of Bank of America and others, Wells Fargo, the really large banks don't have this problem with interest rate risk, because they will move up their rates as well and keep the margin. - Tobias Levkovich