422 ordspråk av Barry Hyman

Barry Hyman

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 It's one eye on the news, and one eye on the markets.

 It's surprising, but cyclical stocks should do better, ... And when you look at cyclicality, you don't look at current earnings.

 It's the companies that came through the quarter without any problems that are the ones reacting well and they're not as cyclical as some of the others.

 It's time to start anticipating a recovery. Buy on weakness and look at tech because I think there will be some good stories later in the year ? the time to be fearful of another major drop in the market is just not there.

 It's very focused on the Intel and IBM story today but it's a fairly flat trading day, ... All we've done is gain back a little bit of the massive losses. The damage is still out there with the losses still sitting around.

 Liberty is a compelling opportunity to penetrate or consolidate Europe, Asia and South American cable markets, but since it trades in the U.S. and it is dollar denominated, the foreign benefits will be somewhat muted.

 Most of the growth stories are not performing today and that is how we'll go into the Fed meeting. There's still very little conviction in the market.

 Net-net, the commentary was positive - I liked the productivity understanding.

 Next week's retail sales numbers and inflation numbers are going to be some key statistics to give us a little bit more input into where the Fed stands.

 Nothing is negative out there but there's such little commitment. The tone of the market is that technology still looks lackluster.

 Now we're going to see more pressure on the bond market and an already stressed equity market. There's a lot of concern and we're seeing some defensive investing. This number shows that the Fed will continue raising rates. Numbers like this show that we're in store for two more hikes.

 On the earnings front, it's kind of mundane news, ... but the restructuring seems more aggressive than had been thought, and that's good for the stock.

 Our look for the rest of the year is we're going to rally and worry. We're going to rally and worry some more. And we're going to rally again. I think the concern or the 'worry period' that we're now entering is this cyclical issue again, after this run up in the semiconductors sector and the third-quarter prerelease season, which we're quickly coming to. And I think that's going to give the opportunity for the next run up in the marketplace, which should come somewhere over the next few weeks into the election. The good news, as you pointed out, is that the Fed's done,

 Our look for the rest of the year is we're going to rally and worry. We're going to rally and worry some more. And we're going to rally again. I think the concern or the 'worry period' that we're now entering is this cyclical issue again, after this run up in the semiconductors sector and the third-quarter prerelease season, which we're quickly coming to. And I think that's going to give the opportunity for the next run up in the marketplace, which should come somewhere over the next few weeks into the election. The good news, as you pointed out, is that the Fed's done.

 Overall the earnings seem to be coming in a little better than expected, but the news has been the lackluster going-forward look in high-profile names in tech and finance.


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.



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