Mr. Greenspan's comments support equity gains, ... And investors may have turned around their view of Intel. |
My best guess is the American market is going to fool all of us and is going to perform better than most of us expected, |
Next week begins the new month. You have all this economic news coming out, Colin Powell addresses the U.N., the war drums will start again. Whether Friday's advance can continue is not clear. |
No one expects the Fed to raise rates, but people are interested to see what they say about the economy, particularly about employment. |
Normally, with gold surging and the dollar down, you'd see that hurting stocks, but the market is ignoring that today, which is somewhat positive. |
Not everybody is getting the check at the same time, but of course it's a positive for the economy. However, it's already in the marketplace and we'd have to see it show up in the (economic) numbers or nationwide polls. |
Now that the market has made a tremendous upward move and the large cap stocks are at their highs, more people are looking at smaller companies for some better values. |
Now you have the Bank of Japan, the European Central Bank and the Federal Reserve all with the same interest-rate policy, and that's very positive. It's a strong indication that global central bankers will contain inflation and not necessarily choke off economic activity, which has been a big concern here. |
Obviously it negates the theory about Dow 1,000. What (the new milestone) tells us is people have a lot of confidence. Money is still flowing into the United States despite some question marks about inflation. Nothing has changed. |
Obviously the cell business is extremely hot in Europe and it's going to continue and it's going to grow in other parts of the world and I think a good supplier of that comes from Motorola ( MOT : Research , Estimates ) and again, the stock has absorbed a lot of negative news lately and it does seem to have made a bottom and it keeps bouncing off its lows. So that tells me that, you know, going forward things will change. We might encounter another quarter of bad news out of them but I think at these levels it should be bought. |
Obviously the Dow is being helped by the strength in Philip Morris, along with Microsoft and Intel. It's an 'old economy'-'new economy' rally. But volume is not all that great, so obviously the market will continue to guess what the Fed will or will not do. |
Obviously they (investors) are going to focus on the Fed but a rate cut is priced in. The focus will be on the economy and signs that the first batch of interest rates are finally taking hold. |
Obviously we're looking a relief rally here. The hurricane damage was less expected, and that has sent oil slightly lower. But in the next few days we'll see an increase in pre-earnings warnings that will in the short-term will contain the rally. |
Obviously, Alcoa really disappointed the market today, ... But we've also had a big run-up since the start of the year, and considering that, I think stocks are holding up pretty well. |
Obviously, Alcoa really disappointed the market today. But we've also had a big run-up since the start of the year, and considering that, I think stocks are holding up pretty well. |