84 ordspråk av Barry Ritholtz
Barry Ritholtz
[The CPI report also showed that the cost of owning a home rose 0.1% in September.] Need I detail how silly this is? ... Home prices are up dramatically, and recently we see that mortgage rates have ticked up significantly.
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Anyone who can get away for the week does, and you end up with skeletal staffs.
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At the beginning of the war, every headline caused the market to go screaming. Now, the market seems to have become inured to violence.
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Earnings have been coming in across the board pretty good, but the problem hasn't been earnings. The issue is the forward-looking statements for the fourth quarter or 2006. Despite good numbers, you see some stocks getting punished. It's a function of the outlook.
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Every buck that they are forced to spend elsewhere is that much less money (spent) on other issues. With technology it may not fall dollar-for-dollar, but you have to think that it's going to pinch a little bit.
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For technology, lack of pricing power is always an ongoing concern.
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Four years after the bubble popped, I can't believe that companies still legitimately have enough fat that they can cut heads and that it would not affect them going forward,
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Good earnings never hurt the market, and some of the results from the companies that reported yesterday are strong enough to sustain the buying momentum in stocks.
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He is a known entity that is well-respected on the academic side, in Washington and by the stock market.
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He will be dealing with a combination of a slowing economy, inflation pressures and a tumultuous stock market.
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Historical patterns we watch are suggesting that this pullback is not the beginning of the end, but merely an overdue consolidation, likely to run several months.
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I don't think this has much of an impact on the U.S. markets, barring some bit of tomfoolery in the Middle East.
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I think plenty on Wall Street would be pretty shocked to hear that.
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I think the stock bounce we've seen has run out of steam. I'm looking for us to sell off into the summer, and maybe after that, we'll be able to see a decent enough bounce to sustain us.
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I'm looking for really good earnings, and I don't know that it's going to juice the market all that much. In order to go significantly higher, what's the catalyst?
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