422 ordspråk av Barry Hyman
Barry Hyman
The 10-year bond looks like it's headed higher, so I think the feeling is starting to pervade Wall Street that economy's fine and interest rates are heading higher. But the market has (also) been choppy and struggling with some key technical levels.
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The ability of Intel to come out and say a 'no worse than expected' story pleased the market. There are many other corporations in technology that are in that position so that if the slowdown is just a slowdown, there's good upside in many of those issues,
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The ability of Intel to come out and say a 'no worse than expected' story pleased the market. There are many other corporations in technology that are in that position so that if the slowdown is just a slowdown, there's good upside in many of those issues.
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The barrage of economic data will be the one saving grace for the markets this week,
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The bias for today and tomorrow should still be to the upside because of the end of the quarter when you get portfolio adjustments.
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The bias still seems to be to the upside. Buyers are optimistic and see the long-term side of the market. The downward pressure now is not that great. The money flow has just been too strong.
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The blue-chips just turned down. Regardless, the retailers were up but really not enough to carry the market.
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The cat's out of the bag here with IBM. It's going to affect more than IBM, because Y2K is a concern and it's going to affect many different sectors of the market. And analysts have already switched from just looking at earnings to quality of earnings.
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The catalyst here is going to be patience. We're in a bear market.
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The consumer is still spending, ... They are the leaders in this sector. I want to be involved in the leader of that particular sector.
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The CPI will still have an influence on the Fed meeting, ... You are in a bear market in technology stocks and you'll have to accept that. You're not going to get anything significant until the second half of the year.
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The CPI will still have an influence on the Fed meeting. You are in a bear market in technology stocks and you'll have to accept that. You're not going to get anything significant until the second half of the year.
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The dreaded whisper number -- that's Wall Street for you. This is day-to-day noise. Normal profit taking in the technology area can be considered to be 20 percent to 30 percent moves.
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The economy is already slowing down without the impact of that 50 basis point hike last month, and I think what you have to look at here is the ending of the interest rate cycle. The growth stocks are technology stocks. And at this time it's a very seasonal thing as well. We are coming to the end of the quarter, so you are going to just get the great stock into the portfolios and sell the weak ones.
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The economy is still strong, earnings will be good, and that bodes well for the stock market,
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