Tony Dwyer: positively-shaped yield curve is bullish

Please don't get bearish when there's a positively-shaped yield curve.

~ Tony Dwyer, as appeared on CNBC, January 25, 2018

Tony Dwyer thinks "fear dominates market activity" (2000)

The history of the market has shown us that, when fear dominates market activity, it's an opportunity to buy stocks at a better price.

~ Anthony Dwyer, chief market strategist, Kirlin Holdings, as quoted in The Wall Street Journal, February 3, 2000

Tony Dwyer on Q1 expectations and bullish corporate earnings for years to come

We're expecting another great quarter. At the end of the day, Maria [Bartiromo], the yield curve is steep, the economy keeps beating expectations. Look at retail sales this week: the comp store sales were above expectations even though Easter comes three weeks later. You know, our view is that the economy is kind of on fire, here, in a good way. The employment picture is dramatically improving and that creates, for us, probably out most differentiated call right now, is that the Fed is going to raise rates much sooner than most people think, probably in the early part of the second half of this year, but the language is going to aggressively become more hawkish as we get there.

I'm a little bit more cautious on the commodity trade, but very bullish... at the end of the day, the market correlates most directly with the direction of earnings and that is going to be positive for years to come.

~Tony Dwyer, chief equity strategist, Collins Stewart, CNBC, April 8, 2011

Tony Dwyer on the economy

The economy is a lot stronger than people would like to give it credit for.

~ Tony Dwyer, CNBC, March 1, 2011

Tony Dwyer sees strong economic activity throughout 2011

Where macro guys and economists such as myself get it wrong is we've become economically euphoric as rates are going up, but that's the restricter. When rates are coming down that's the stimulant.  From the April high they've gone from 4 to 2.4%, that is hugely stimulative. So, in our view, you're going to have much better than expected economic activity over the course of the next three to four quarters and that's going to further increase earnings growth which will ultimately end up in a stock-friendly way.

~Tony Dwyer, chief equity strategist, Collins Stewart, CNBC "Market Breakdown", November 8th, 2010

Tony Dwyer on the stimulative nature of low interest rates

We always forget the impact of lower rates: what caused the economic slowdown was when long-term interest rates went from 2 to 4%. Now they're back from 4% to 2.5% and that's incredibly stimulative and that means that earnings are only going to get better from here.

~Tony Dwyer, chief equity strategist, Collins Stewart, CNBC "Market Breakdown", October 25th, 2010

Tony Dwyer: Stock market experiencing "historic risk aversion" (2008)

Tactically, the market has significant upside as some of the historic risk aversion gets reversed... Everybody's been out of the market. The opposite of love isn't hate; it's apathy. And I think investors are very apathetic as to what the potential is... To say that this has been a historic risk aversion is the understatement of the entire last century. It has been historic. And when you even reverse it a little bit, especially with nobody really invested in stocks, that could create an upside tactical trade.

~ Tony Dwyer, FTN Midwest Securities, as appeared on CNBC, April 7, 2008