Regardless of what happens in the economy, we're going to use these products, ... These stocks are also oversold. |
Sentiment on Wall Street has gotten to an 18-month low. When sentiment gets this bad, you know the bounce is pretty darn close. |
Some major companies that drive this economy have been talking about a better fourth quarter and better first half of next year, ... It's not just predicated on easier interest rates. |
Some people are taking advantage of the run-up we've had in the last couple of days in tech land to regroup a little bit, |
Soothing words from the Federal Reserve Chairman perhaps [brought the markets back off their lows], ... Greenspan's certainly not said anything that would hurt the markets. |
Stay the course if you're a long-term investor. Don't buy stocks that don't have earnings - you need to be selective. |
Technology stocks typically tend to provide leadership in mid-cycle recovery, and I think that's where we are, |
Telecom stocks should get plenty of attention on Wall Street. BellSouth could get a competing bid and we're probably going to see more deals as consolidation in the telecom industry continues. |
That gives us a lot of trading time, unfortunately. |
That might be taking a little wind out of the sails. |
That seems to offer support to some of the folks on the hawkish side of the argument. |
that we've got more good news than bad on the corporate front for the first time in a while. |
The bad news is stuff that we know about -- it's Corporate America, especially on the technology front, letting us know they're not going to make their numbers and we knew that was going to happen, |
The biggest fear is earnings going forward, ... All the consumer non-durable multinationals are going to have to warn about the ill effects of the strong dollar versus the weak euro, but that's cyclical. |
The catalyst will be liquidity, ... There's a great deal of cash on the sidelines. |