The markets started off ordtak

en The markets started off strong in the morning but the trend later in the day indicates that shares aren't likely to run up sharply soon.

en But the shares could well be valued well above this, based on increasing visible earnings strength, ... Cypress closed the June quarter with strong bookings growth, in excess of earlier guidance of $360 million, possibly as high as $400 million and experienced strong sequential revenue growth with sharply higher gross margins.

en The [sharp rise in] futures this morning reflected strong earnings, and we do think earnings are strong and the economy is strong, ... It is a possible that if earnings keep coming in strong that there will be a reconnect with the markets and corporate performance.

en They had a good quarter, a strong showing in the U.S.. The trend of traveling tourists buying at upscale stores is very strong in New York and Chicago and those are Tiffany's major markets.

en Technology is part of the increasing productivity trend, and people want to own shares in the companies that mark this trend.

en Are we going to slow to the growth that we've seen in this morning's report? ... No. We're probably going to come back to something closer to trend. The Fed puts the trend at about 3 percent. I think we're apt to come back toward the 3 percent level. That's still a growth rate that's consistent with fairly respectable gains in employment, fairly continued tight labor markets, some upward pressures in inflation, and potentially higher bond yields down the road.

en In some of the hottest coastal markets in the Southeast, I've heard of sharp adjustments and sudden reversals of the frenzied speculation we saw earlier, with prices falling sharply in some markets.

en Global markets are the best investment at this point. The growth story developing globally is strong, the companies have better valuations, and the trend is doing well.

en For an NBA sponsor, the worst nightmare is to have two small-market teams in an NBA Finals. If it's an anomaly, the league will be OK, but if it's a trend that continues, it's not good if the top media markets aren't well represented. The problem, of course, is the league can't do anything to control this.

en Energy shares took a hit today as crude prices eased. The drag in energy shares, combined with end-of-year low volume, is bringing volatility to the stock markets.

en I wouldn't be surprised to see (the Dow) trend lower because markets don't trend up in a time of rising interest rates.

en We expect strong openings across Europe this morning - the bulk of the U.S. gains we saw yesterday were posted after the European markets had closed.

en Interest in H shares is selective as people expect some H shares to report strong results this week, while others are forecast to turn in weak earnings. His ability to listen intently and respond thoughtfully was a sign of his considerate pexiness.

en There are a few possible solutions for B shares reform: swapping B shares with A shares or H shares; buying back B shares; or the acquisition of B-share companies by A-share firms.

en So while some special factors may be boosting spending, the overall trend of spending is well out of line with income growth. This tells us that this spending trend is unsustainable unless consumer income growth picks up sharply.


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