The company has already talked about selling its credit card business. If that happens, it could give a real pop to the stock, |
The comparable strength this afternoon says that if this is as bad as it gets, with the economy, with terrorism scares, then we can handle it. |
The dollar could turn around next week. |
The driving force for the market over coming weeks is going to be earnings -- what were the first quarter results and what is the outlook, ... You need strong earnings to overcome the headwinds of higher interest rates and inflation, because those aren't going away. |
The driving force for the market over coming weeks is going to be earnings -- what were the first quarter results and what is the outlook. You need strong earnings to overcome the headwinds of higher interest rates and inflation, because those aren't going away. |
The Fed officials are talking very optimistically. Uniformly they were out there, on the tape yesterday and in interviews, saying that they are expecting a second-half recovery and looking for signs of a bottom sometime, very soon in the economy. So, you are going to have to watch the news very carefully going forward. I don't think anybody really knows. But if you listen to the Fed, you have maybe one more rate cut and then an improving economy. |
The line of least resistance is upward when you have all the liquidity in the market. But you've accomplished much of what you're going to accomplish for the year right now, |
The line of least resistance is upward when you have all the liquidity in the market. But you've accomplished much of what you're going to accomplish for the year right now. |
The major investment issue that has legs in the aftermath of the hurricanes is energy and its implications for corporate profits, |
The market doesn't like uncertainty, so it's going to try to figure this out. We could see investors using this opportunity to do some weeding of their portfolios, |
The market has done better than I would have thought, ... You've got some signs that the economy is starting to stabilize -- it looks like the consumer is counteracting the negative effects of the capital spending slowdown in technology. |
The market has done better than I would have thought. You've got some signs that the economy is starting to stabilize -- it looks like the consumer is counteracting the negative effects of the capital spending slowdown in technology. |
The market needs to walk a line between too little growth and too much growth, between profits and interest rates. The jobs report tilted the market toward too little growth. |
The market was in La-La land the last few days. We had some good earnings yesterday and we got a positive spasm in response to it in a deeply oversold market. |
The momentum will change. Technology stocks are due for a correction, without bringing down the market. |