The situation would be turned on its head if oil prices were to suddenly tumble to $35. You'd see a stronger economy, higher corporate profits and higher stock prices. |
The stock market is looking at a pretty benign economy, low interest rates and a 10-year note yield that is below 4 percent, all positives. But then there's the big negative -- oil. |
The stock reaction over the next few weeks is likely to be fairly neutral, with a lot of the damage already factored into prices. |
There are no real visible signs of economic weakness. It's a wonderful world except for oil. |
There's some pressure on the Fed now to move faster because of the stronger reports, |
We are dependent on the kindness of rogues. Most developed countries are producing all they can and have to import oil. Underdeveloped countries with unstable political systems are the major sources of oil. |
We are probably on the verge of an economic recovery. |
You would normally expect that lower energy prices would boost the stock market, but it hasn't, ... Lower energy prices and lower energy stocks suggest that there is a broader worry about economic growth. |
You're getting AOL for less than nothing. Time Warner's assets are worth substantially more than the price of the valuation of the stock. It's that simple, |