Eddy Elfenbein

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Last quote by Eddy Elfenbein

The dollar seems to go down a little bit just about every single day. He said last week's weakness was due in part to the euro's strength following remarks from European Central Bank President Mario Draghi.feedback
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Jul 24 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Eddy Elfenbein is associated, including Fed and Goldman. Most recently, Eddy Elfenbein has been quoted saying: “So much of their revenue is based on advertising, and that is so important for the tech industry. So we know that, if ad dollars are flowing to Google, there's a very good chance they are flowing to these other, smaller tech companies within the broader tech sector as well.” in the article Trader says this is the most important 'FANG' stock to report next week.
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Eddy Elfenbein quotes

Apr 04 2017

I think there's a really good emerging markets story going on right now. As well as it did in the first quarter, going back from October 2010, to today, the ETF is flat while the S&P 500 has doubled. People don't realize just how much the U.S. has done better than these other markets around the world. The valuation differential is of the highest in recent history.feedback

Apr 04 2017 - Tesla

This is where the future is going. All these metrics don't work. All these metrics would have been true a year or two ago, but Tesla has fought the shorts every way.feedback

Apr 04 2017 - Tesla

Tesla was burning through tremendous amounts of cash; now they have one of the largest companies in the world, the most valuable company in China backstopping them and giving them a foothold into the Chinese market. Tesla's an excellent buy right now.feedback

Mar 20 2017

They also see inflation at 2 percent. That means real rates will remain negative (and next to negative) for nearly two more years. That's the strongest point in the bulls favor.feedback

Mar 07 2017 - Snapchat

They're losing tons and tons of money. Let's be frank: They had a great IPO. And they're a lot better at raising money than they are at making money.feedback

Mar 07 2017

The financials have been very strong.feedback

Feb 24 2017

I would stay away from both names. And it really says something in a market like this that consumer-oriented stocks are not just not joining in the rally, but are making new lows. They're trying to change what kind of company they are, and they're trying to restructure themselves. It's very premature to say this has been successful.feedback

Feb 24 2017 - Microsoft

Just to put that in perspective, the Dow in 120 years has never had a 15-day winning streak. If you have something like the XLK, take some money off the table and redeploy that. So when you look at that, I think there are good names, or if you want to play names [like] Apple, Microsoft – a stock I own in my fund – those are good names. But the more marginal names ... I'd stay away from. Take some profits.feedback

Feb 08 2017 - Nike

Both stocks are not in a good way right now. And then they tried to broaden out. I don't think they know exactly what kind of company they are, because they're trying to be more than they've been, and it hasn't been working.feedback

Feb 07 2017

The magic number to watch is about $190 per share.feedback

Jan 31 2017 - Oil

I think it's just an unwinding of some of the recent trades. I mean, oil has had a spectacular year since the lows of about a year ago.feedback

Jan 31 2017 - OPEC

The key, this is the big game changer is that the OPEC cuts that they announced in November, these were the first major cuts in eight years, they're actually working. OPEC… they never cooperate. And it really is working this time.feedback

Jan 13 2017 - Microsoft

I think overall, this is a good environment for the tech sector.feedback

Jan 12 2017

Things still look bad for gold long term. Whenever real short-term rates are rising, that's bad for gold. ... Each increase takes a bit out of gold.feedback

Jan 09 2017

I think the broader picture for gold is pretty bleak. Every one of those rate increases will take a big bite out of gold. So I think for now, investors are best to stay away from gold.feedback

Dec 05 2016

If we look at the market right now, it's not even close to the environment we had in the late '90s. We don't see these enormous price-earnings ratios, or we don't see these crazy IPOs. The market is maybe a little bit elevated right now, but it's hardly irrational, deeming the markets at these levels a.feedback

Nov 17 2016

This has been a tremendous rally for bank stocks. I mean, the sector just doesn't normally act like that.feedback

Nov 11 2016

It's not a valuation story, it's an economically optimistic story.feedback

Oct 24 2016

Attacking the issue of pricing … it's a popular bumper sticker, but actually attacking the issue is much more complicated.feedback

Oct 24 2016

It's been a really difficult year for the biotechs – the IBB still a third off its high from 2015, and clearly there's a lot of political risk; people are worried about what would happen with a Clinton victory.feedback

Oct 24 2016

In July when they gave their earnings guidance for Q3, it was $251 to $255, and I'm going to say right now that I think they're lowballing us. I think they will beat that. I think they can go as high as $260 per share for Q3 and I think there's a good chance they'll guide higher for Q4 on sales and earnings.feedback

Oct 04 2016

It's an excuse of convenience. I think it's a good example of companies under-promising so they can over-deliver later.feedback

Oct 04 2016

So if there is a problem, they can say, It's not our fault, it's Washington's fault,' and if there turns out to be no problem, then they beat expectations and then management can say how wonderful they are.feedback

Oct 04 2016 - Wall Street

Wall Street "loves excuses that are particularly external.feedback

Sep 22 2016

Don't overthink it; the Fed is on the side of the economy.feedback

Sep 07 2016

This is a great sector; it's the overlooked middle child.feedback

Sep 07 2016

That's why they've been doing well, and if you see the Russell and the small-cap indexes are still a long way from record-high territory. So right now I think the midcap is really at the sweet spot of the risk movement.feedback

Aug 01 2016

Lately with the tech sector, I think the fundamentals have been driving it. It's looking quite good.feedback

Jul 13 2016 - Microsoft

A lot of those high-price names, particularly in the financials sector like Goldman, like JPMorgan, they look pretty good here. Also in the tech sector, a lot of those names like IBM and Microsoft [are at valuation levels] that I think [are] pretty favorable.feedback

Jul 08 2016

Dude, a 1.5% rally is a failure?feedback

Jun 09 2016

You had that big move after Friday's jobs report, but that's because the expected rate increase was taken off the table. To keep the rally going, you need to keep having that, and I think there is a view that the Fed is going to raise rates at some point within the cycle.feedback

Jun 09 2016

Higher real rates are a death for gold. So I think in the long term, I just don't see gold having a significant rally going forward.feedback

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