Art Hogan
Art Hogan
fear heading investors ongoing puts sidelines words
It's that ongoing fear of slowing. It puts into words what you don't want to hear. Investors are heading back to the sidelines for a bit.
biggest consumer dollar earnings effects fear ill strong versus warn weak
The biggest fear is earnings going forward, ... All the consumer non-durable multinationals are going to have to warn about the ill effects of the strong dollar versus the weak euro, but that's cyclical.
afraid fearful investors missing moves nearly seven violent weeks
As fearful as investors were nearly seven weeks ago, they're afraid of missing the bottom, so that's why you see the violent moves to the upside. But we still have to get through October,
ahead fear fourth gotten hold negative ourselves
I think we got oversold, not on negative news, but on fear that we'd gotten ahead of ourselves and that things can't hold up in the fourth quarter,
borrowing continues corporate costs fear fed increase less piece speaks stocks stop wages
The increase in wages was the piece that really speaks to the inflationary pressure. The fear is that the Fed doesn't stop in March, that it continues through May. If corporate America's borrowing costs go up, that makes stocks less attractive.
certainly expected happen last points thousand
We expected it to happen by the end of the year, certainly not in the first quarter. The last thousand points have really been at breakneck speed.
calling focus forward great growth intensive looking news people period question revenue robust week
We're going through a very news intensive period this week and the focus of all of that is slowdown of revenue growth going forward, but we're probably overreacting, ... We get great numbers, but looking forward we don't have the robust growth -- so people are calling into question valuations.
consensus helps overall quarter season second upbeat
The season started upbeat and that was terrific. That helps the overall consensus that the second quarter (reports) will be rosier.
ahead calendar earnings fourth good lining looking major market people quarter range second third upsets
The second quarter is lining up to be another good quarter but people are looking ahead to the third and fourth quarters. Barring any major upsets on the earnings calendar I'd say the market is pretty range bound.
clinical dangerous goes investment issue negative sector showing trial
The whole issue goes a long way in showing how dangerous an investment the sector is, ... You can have one regulatory setback, one clinical trial or negative development for a drug, and you see this kind of impact.
beginning ideas
The winnowing down of ideas is beginning to happen.
absolutely air breath fresh needed terrific
These are terrific numbers, absolutely great, a much needed breath of fresh air for the equities market.
meeting rhetoric
The rhetoric from the meeting will be the most important catalyst,
death rumors
The rumors of the Dow's death has been much exaggerated,