The report will give investors some feeling in terms of wage trends, and inflation, |
The retail sales number today reinforces the notion that the consumer hasn't fallen apart. Today's market is encouraging from the perspective that there is less of an Enron hangover. |
The rocky road to recovery has some potholes. |
The smartest thing a company can do is take anything that they think might be questionable and disclose it now, |
The surprising improvements in the latest employment, manufacturing and durable goods data Wednesday, all leading indicators, put the ingredients in place for the market to maintain an upward bias. |
the ten-year Treasury note yield is again moving higher and the price of oil is hitting up against record highs, all of which create obstacles for higher stock prices. |
The unemployment claims declined a little, so that calmed some nerves. We saw some short-covering (buying of shares sold short) yesterday (Wednesday) and we may see more of that today, but I think people are holding their breath a little for the labor report tomorrow (Friday). |
The whole atmosphere is not conducive to a drop in expectations, but if it does happen, we'll get a correction the market. |
The worst point of the tech cycle is probably upon us now, but the actual results and the commentary on earnings are no surprise. There's a selling exhaustion in regards to tech stocks. People are trying to focus on the road ahead. Looking forward; there is a lot of upside potential. |
Theoretically, the incumbent wants the economic recovery to coincide with the election, but really it's a coincidence that those years tend to be positive. I think it's more that there's a good feeling overall during that year -- everyone is promised the world and no one says anything bad to upset the markets. |
There are certain areas that seem to be giving a little better story, not a great story, but stabilization. |
There are worries about mechanical failures, lost ballots, all kinds of things. But I think the market is prepared for a delay in the results. I don't think it will be as much of a surprise as it was in 2000. |
There has been a dearth of negative news, which to the market has to be a sign of good news. |
There is a serious shift going from the growth companies in the old economy to growth companies in the new economy that have been quite tarnished over the past nine months, ... The tech recession was the catalyst and we are genuinely seeing a slowdown in old economy sectors. |
There is a serious shift going from the growth companies in the old economy to growth companies in the new economy that have been quite tarnished over the past nine months. The tech recession was the catalyst and we are genuinely seeing a slowdown in old economy sectors. |