Traders are dominating this market when investors are just waiting for these pre-releases to really reveal what these companies look like. We're just waiting for the first signs of a turn and there's little optimism as we go through this pre-release season and no one is focusing on the second-half of the year (2001). |
Traders are just lightening their positions a little bit. The holidays are compressing the activity and I think most of the (options) rolling over you saw yesterday. |
Trading is going to be dominated by waiting for the Federal Reserve Board. We still expect the Fed to go a quarter of a percentage point, and no change in language. |
Trying to pick a trend in this market is impossible. Friday's action was anemic, and today there's anticipation of a stronger earnings season. Other than short-term traders, it's hard to negotiate a market that is so narrow in range. We're at least stable for now, but there hasn't been a trend for over a month. |
We do think growth is going to be the place to be again, |
We don't have a predominance of negative news, day-to-day, in terms of economic events. |
We don't look for a (rate hike) next week, but possibly one in August. |
We ended up OK, although most of the advance happened late in the day on the China warning and the volume remains light, ... There was the risk of new stagflation fears to develop out of the economic news, and that didn't happen, which was another positive. |
We ended up OK, although most of the advance happened late in the day on the China warning and the volume remains light. There was the risk of new stagflation fears to develop out of the economic news, and that didn't happen, which was another positive. |
We have an aggressive Fed and an aggressive Justice Department thinking perhaps that all things technological, that have a dominant share of the market, could be considered anti-competitive. |
We have to respect what she has to say. |
We like stocks in oil and drilling. Energy does well in an inflationary period. So we want to have some exposure to energy, |
We may need a little bit more of a washout here to get that summer rally, |
We may need a little bit more of a washout here to get that summer rally. |
We need some inference from the Fed that interest rates beyond June are in doubt, |