That may be one of reason (the Dow is) 9,800 — maybe the markets have already begun to worry about the outcome not being known.

I have argued with great futility that this entire argument is based on a flawed premise. If you use a more realistic GDP assumption, based on what we’ve seen over the past few decades, Social...

I don’t buy any of it.

Right now, it’s open season on him. Most Republicans view him as a liability.

The big play from a regulatory standpoint has to be healthcare in general and the drug stocks in particular. If it looks like, around Halloween [Oct. 31], Bush is going to win, I think the...

I thought all along Edwards was the logical choice, … He’s so talented as a campaigner, and he brings a lot of enthusiasm, sex appeal and pizzazz to the ticket.

If they exchange gold wedding bands (the) price of gold will go up. If they travel to Europe on their honeymoon, the dollar will strengthen. If (Treasury Secretary) Robert Rubin and other administration officials are...

If I was a member of Congress I’d try to press him on is there a light at the end of the tunnel on measured rate hikes, and at what point the Fed decides enough...

I think it’s bad karma when you start talking down your own currency; it smacks of desperation. If this turns into a rout, that will prove that classic adage — be careful what you wish...

I’m at a one-in-three chance that we will not know for days who won the election,

My bottom line is that this not catastrophic for the Bush agenda,

They won’t move on October 3 but, as you know, there’s a meeting right after the election. If, during that period between now and November, the economy show signs of re-accelerating, and there’s an inflation...

The markets would be perfectly happy with gridlock.

Politically this is very, very clever, … It puts the White House on the defensive on the whole issue of job outsourcing. There could be some Republicans (in Congress) intrigued by this. But it’s way...

The combination of fiscal and monetary stimulus right now is the largest I’ve seen in years, … It’s good for GDP. If the economy starts to hum, stocks should do well.

I think it will be months and months before you see this clarified.

I think it (Friday’s report) is incredibly important from a market point of view. But I’m not sure that swing voters in rural Ohio are going to be into the non-farm payroll number.

The Wall Street types want to make the United States attractive for investment, and a strong currency attracts investors.

I’m up to a one-in-three chance that we will not know for days who won the election. And it could really drag on through December again. It’s a cliche but it’s a true cliche, that...

For the people who experience it, it’s a tragedy, but for the country as a whole, we can absorb it.

I think Bush would be a clear favorite.

Members of Congress, especially Republicans, are beginning to realize that around the country, even among their supporters, they’re being viewed as dysfunctional, unable to get anything done. So I think the Republicans are starting to...

O’Neill’s departure removes an impediment for a big stimulus package, … He had been lobbying against a package, worried about a budget deficit.

I think political strategies now are in agreement that the public doesn’t want a big huge change on anything, whether its health care or the contract with the gold standard.

I personally think the 1992 analogy has been overdone.

He needs to restore investor confidence, … It’s extremely unlikely he would say anything that would be viewed negatively by the markets. He’s going to make it clear that we are not looking at the...

He can afford to tilt at windmills, because he’s Warren Buffett. But I doubt he can really influence the Republican leadership.

My take is that they know they’ve got a tough selling job ahead, … I think they have to sell it (the policies) to Wall Street, to the capital, and to the public. The administration’s...

It gives the bond market a comfort level that you have a replacement just as vigilant on inflation as Greenspan was.

I really think when you talk about pocketbook issues that affect the electorate, people think about the Nasdaq (composite index) and the Dow Jones (industrial average). If we got another rate hike and the market...

That’s a classic move in both parties — appeal to the base to win primaries, then move to the center in a general election — and I think he will do that. He will cite...

I think everyone knows it will start moving higher because of all the layoffs we’ve seen so that will probably just tell us what we already know,

On one hand, he seems more palatable to Wall Street than Dean, in that his positions on trade and taxes are more moderate.

If the dollar were to threaten below 120 yen again, they’ll intervene again. I think they’ve got to improve their export sector. They’ve got to export their way out of this.

We’ll probably get more rate cuts tomorrow, but I think you will probably see something on the fiscal side too. You may even get a little more on the tax side. Even Democrats agree that...

I think this doesn’t help his standing on the Hill. I think [Biggs] would have made life much easier for Pitt.

A lot of actions, like going after the drug companies, will never make it through the House, … Congress is hawkish, period, and will stay hawkish.

I think Friday’s number will be impossible to analyze. But everyone said all the numbers this week would be ignored, and the ISM number caused a big sell-off in the bond market.

I suppose if you wanted to take a sort of off-the-wall view, maybe they’re [the government] trying to negotiate in print. Maybe they’re leaking these really harsh remedies in the hope that Microsoft still at...

I think sometimes after we have this type of party, there is a hangover — and this comes in ’05, … The new Congress in ’05 will make efforts to restrain growth. They may not...

You have to say that it could be a hollow victory, a pyrrhic victory, for the eventual winner if you will. We had a situation back in 1876, I’m told, where Rutherford B. Hayes won,...

The two candidates who had backing from organized labor got slaughtered last night. You have to conclude that protectionist arguments just aren’t going anywhere.

The consumer is not on a spending binge – consumer spending has moderated and I don’t think there’s a compelling case (to raise rates).

I think one sector that could benefit [from Republican control] would be the health-care sector in general and the drug stocks in particular. I think a fear on Wall Street would dissipate that there could...

The next few months are really crucial. If it’s clear by the end of winter to most Americans that the economy has turned, the economy won’t be a big negative for Bush. But it’s a...