Barry Hyman
Barry Hyman
bit summer
We may need a little bit more of a washout here to get that summer rally,
boost cut pcs strong
HP was surprisingly strong and that should boost the PCs tomorrow, but AMAT may cut into the semis,
coming earnings names news overall seem tech
Overall the earnings seem to be coming in a little better than expected, but the news has been the lackluster going-forward look in high-profile names in tech and finance.
coming concern cyclical entering few good issue next opportunity pointed quickly rally rest run sector somewhere weeks worry year
Our look for the rest of the year is we're going to rally and worry. We're going to rally and worry some more. And we're going to rally again. I think the concern or the 'worry period' that we're now entering is this cyclical issue again, after this run up in the semiconductors sector and the third-quarter prerelease season, which we're quickly coming to. And I think that's going to give the opportunity for the next run up in the marketplace, which should come somewhere over the next few weeks into the election. The good news, as you pointed out, is that the Fed's done,
best companies developing global globally growth investment markets trend
Global markets are the best investment at this point. The growth story developing globally is strong, the companies have better valuations, and the trend is doing well.
anywhere economic expected fourth gets gives negative quarter revised stays within
If the GDP gets revised downward, it's a negative for the markets. If it stays anywhere within the expected range, it gives credence to that the fourth quarter was some economic trough.
aggressive believes caution concerns continue economy fed market prices slow strength transition
If the Fed believes there are inflationary concerns about the strength of the economy, they will act. They will continue to do what they need to do to slow the economy down. It's going to be a transition market and there's no need to be aggressive here. Use a little caution and let prices come to you.
agree boost christmas consumer fed freaked season starting
I agree that this was a psychological boost because the Fed is freaked that the consumer is starting to back out, and they want to...try to make the Christmas season a little more palatable,
commentary hike interest market sure
Greenspan's commentary sure indicated there is more than one interest-rate hike to come, and that's not what the market wanted to hear.
cap consistent earnings front growth large looked perceived stocks
Growth stocks on the large cap front with perceived consistent earnings can be looked at as better values.
ahead street technology tough wall wants
There are still tough times ahead in technology, ... Wall Street wants to see only greater-than-expected earnings.
dressing gets last next quarter today window
Today is the next to last day of the quarter and window dressing gets more aggressive.
drive fear fears great impetus keeping negative people surprise
There is a fear that we'll have a negative surprise and inflationary fears are keeping people on the sidelines, ... There's no real great impetus out there to drive the market.
broad confidence consumer main number optimism shows start strength today
What I like about today is that all of the main S&P sectors are higher, which shows broad strength for the market. And the consumer confidence number suggests optimism about the start of 2005.