Barry Hyman
Barry Hyman
believe cyclical economy evidence expected gain good slowing stocks strength
I do believe it's the weakening economy, where cyclical stocks can only gain strength on the anticipation of an economy solidifying, and any evidence of an economy slowing more than expected is not good news.
believe change investor months oriented philosophy proven seven short strategy term until worked year
I do believe an investor shouldn't change their philosophy just because it's post-Fed, ... I think the aggressive, more short term oriented philosophy that has worked the first seven months of the year will still be the philosophy until that strategy is proven to be wrong.
accept adjust believe bit dramatic economy effects eventual extent fact fed half horizon interest investment investors market next peak satisfy seeing situation slow slowing soon talk tough wants year
I do believe that the Fed is going to talk a little bit tough and say that it's a little bit too soon to accept the fact that we're seeing this slow economy to the extent that it's going to satisfy the Fed. And I believe that is what is going to keep the market in check. And it's another situation the Fed wants to try to control. They do want to keep this market in check. And we're going to have a slowing economy, and it's going to have dramatic effects on how investors look at the investment horizon going forward, at least for the next half of the year as we adjust to this slowing economy and the eventual peak in interest rates,