We opened up the floodgates of bad news. The good news is, a lot of this is behind us, and we probably overreacted on the downside. |
We really have priced in a lot of bad news. Even if we continue to see a string of (negative) pre-reports, at some point in time, we're going to start to trend higher. |
We set the mark kind of high with the Goldman Sachs' report, so we're not positive its brethren in the space can follow through and equally outperform. |
We should shrug this off and realize that this is the best fourth-quarter earnings we've seen in years, |
We shouldn't get too far ahead of ourselves in terms of an economic recovery, ... I think the debate will become much more macro-economic instead of the micro focus we have had. |
We spent the week worrying about yields and what the economic data would do. We managed to work our way through it. We finished off the week the best we could. Next week we have a host of economic data that may or may not change our mind. We'll see how it plays out. |
We still have a flood of money coming into technology at the expense of these old-economy stocks. If you look at the sectors that make up the Nasdaq they are sectors that are the hottest in our economy. |
We tend to exaggerate our moves, especially in the summertime. We'll see the same sort of upward movement [next week] and retrace half of this [downward] move on Monday and Tuesday. |
We were up more than 100 points yesterday, so you're seeing a reaction to that today, |
We'll continue to see more of that, with the market gyrating toward that end, ... It will be difficult between now and Oct. 15 [the next Fed meeting] to get anything done until we know where we're going with interest rates. |
We'll continue to see more of that, with the market gyrating toward that end. It will be difficult between now and Oct. 15 [the next Fed meeting] to get anything done until we know where we're going with interest rates. |
We'll probably get some rhetoric over the weekend suggesting we've found the bottom, ... I think weeks or months from now we'll look back and say (last) Thursday afternoon was the low point. |
We're certainly not convinced that stocks are either pricey or inexpensive here, ... So you're not getting anyone jumping in one way or another. |
We're getting an oversold bounce. Telecoms are getting a boost because of the AT&T Wireless (news), ... Investors are going to buy those tech stocks that we're not necessarily worried about. |
We're getting to a point in time where it's hard to say what the market would deem as a positive outcome from the Fed meeting, |