Art Hogan
Art Hogan
america equity flowing funds growth households invested keeps last market money mutual percent stock targeted toward
Fifty-two percent of the households in America are invested in the U.S. stock market and they want to invest in the things that had 70 percent growth last year, ... As long as the money keeps flowing into equity mutual funds and they are targeted toward Nasdaq stocks, we are going to see this go on for a while.
cross currents funds talk
There are a lot of cross currents today. And there is talk that one of the big hedge funds is going under the waves.
behind corporate crushed earnings economy emergency fact fed fight funds global level market rate roll sooner trend
We have to get used to the fact that the emergency level of the fed funds rate is behind us, ... The sooner we become cognizant of the fact that the global economy won't be crushed and corporate earnings won't roll over, the sooner the market will fight its way to trend higher.
add buy close decide delete fund happening run russell
Once a year, they (the Russell) decide to add and delete stocks. So what's happening is at the close today, those who run a Russell Fund will need to buy all of the Russell additions and sell all of the Russell deletes,
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,
news rallying
Arguably, Nokia's news isn't good, ... If we were rallying on Nokia, it was a little questionable on its reasoning.