Art Hogan
Art Hogan
afternoon found low months rhetoric suggesting thursday weekend weeks
We'll probably get some rhetoric over the weekend suggesting we've found the bottom, ... I think weeks or months from now we'll look back and say (last) Thursday afternoon was the low point.
certainly confident hear helps months
It certainly doesn't hurt, ... It always helps to hear her say that she's still confident but it's 12 months out.
ahead economic four market months move tried
Historically, the market has tried to move four months ahead of an economic recovery.
aggressive came economic economy fed global longer months nine rate six starts swing
Historically, six to nine months after rate cuts, the economy stabilizes and starts to swing in the other direction, ... But a lot of things are different this time. The Fed came off an aggressive tightening mode, and there's a global economic slowdown. It's just going to take a while longer this time.
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.