In technology, I think the semiconductors, semiconductor equipment makers, and the companies that sell you electronic gear look attractive. |
Intel hit everything in its report but said inventories are rising and profit margins are falling. And that's all she wrote. |
It doesn't tell you anything in terms of the fundamentals. I think there will be a bet made tomorrow (Tuesday) and early Wednesday that the Fed goes 50 basis points (a half-percentage point). If it pays off, I think there will be a trading flurry. |
It is a media event and it will be a big deal, but I don't think that the money managers will go rushing into stocks just simply because we got to Dow 10,000, |
It was a pretty dismal day. We're really in oversold conditions at this point. |
It was a respectable day. But after the (Fed) decision tomorrow, I think we can do better. I think the Street is braced for a no-rate-cut, no-rate-hike move from the Fed. |
It was a very gratifying day. But I'd like to see some follow-through tomorrow (Tuesday). |
It's a catch-22. If any of these numbers comes in too strong, it's going to hurt stocks because it means the Fed is going to keep hiking. |
It's a good rally and it's got some legs for a few days, but I wouldn't go nuts chasing after it. It's going to be challenged in the near future. |
It's an earnings-driven market. The big question is whether the flow of earnings can rescue the market from the twin dreadnoughts of higher oil and interest rates. |
It's becoming a day-to-day struggle between bears and bulls. Once oil and yields move to highs, the bears take advantage. Those are the twin dreadnoughts of the market. But earnings news has been strong and has kept bulls on top. |
It's been a slightly negative day, but after three good days and three good months, I fail to see how this is going to be a significant problem. It's just a breather today. |
It's not like stocks are sitting there unloved. They have done well. |
It's primarily a manufacturing recession. Just because it hasn't kicked in yet doesn't mean that eventually it won't work its way through, but it has to be accompanied by this inventory draw down. |
Last minute tax-loss selling, that's why they stay open on the day before New Year's, so there might be some excitement, but it's just a beginning phase. |