Art Hogan
Art Hogan
euphoria microsoft ongoing sort
I think there's going to be ongoing euphoria about the Microsoft decision. It's not just Microsoft ? it's sort of a pro-business decision.
last sluggish wednesday worried
Last week, we were worried about a sluggish economy, Wednesday it was back to inflation,
energy few focus interest last rates wall week
Last week energy and interest rates were the focus on Wall Street. It will probably be the same this week, as well as a few mid-quarter updates,
ability earnings interest money ongoing push season sidelines
I think earnings season will be one of the catalysts to get money in off the sidelines and the other will be the Fed's ongoing ability to push down interest rates,
bet front gone good huge news obviously ready seem shape terms tuesday week
We've gone through a lot this week in terms of getting ready for the Fed, ... We've got some important news at 2:00 on Tuesday and obviously you're not going to make a huge bet in front of that. However, we seem to be in good shape for that announcement.
points reaction seeing
We were up more than 100 points yesterday, so you're seeing a reaction to that today,
bargain hunting yesterday
Yesterday was all about valuations and bargain hunting, ... It's not just about bargain hunting today.
anyone certainly convinced either jumping stocks
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.
bad corporate front good news time
that we've got more good news than bad on the corporate front for the first time in a while.
broader collateral damage fourth market seeing
I don't we're seeing we see the collateral damage to broader market that we did in the fourth quarter,
coming forward great news
I don't think we can look forward to any great news coming out in the September-October period.
news positive record rest trend
This is more of a technically-driven rally. If the news is positive for the rest of the week, we should trend higher, but not enough to set any new record highs.
affects both economy economy-and-economics equity growth revenue slowing strong trend ways worrying
You can't have it both ways -- the economy can't be strong and have us worrying about revenue growth going forward, so it has to be the trend is slowing and how much that affects equity valuations going forward.
good market reason whacked
The market got whacked for no good reason on Friday.