Barry Hyman
Barry Hyman
clears discount happened market number tomorrow
A worse-than-expected number tomorrow will discount what happened this week. If we get an inflationary number, the market will go down, but I think it all clears up by mid-June.
consumer continue earnings good inflation reaction rolling sector spending stronger tech
As long as we continue to see good earnings and the reaction to good earnings positive, then you will see Nasdaq as the sector of choice. The Dow is being weighted by this conflicting (economic) story -- stronger consumer spending and OK-looking inflation numbers. But the tech (sector) is merrily rolling along.
brings dominate goes highs information market oil potential producer reaction spike stops today until worry
That's going to dominate the market today until we get more information. A potential story like this from an OPEC producer brings up the worry that oil can spike to new highs very easily. We see the reaction in equities when oil goes higher. It stops equities in their tracks.
Any conglomerate is going to come under question.
anybody money sector
Anybody who has all their money in one sector is making a big mistake,
energy excuses peak rebound trading
A rebound in energy (prices) could be one of the excuses for a mid-December trading peak (in stocks).
economy economy-and-economics fed shows slowing stop taken
Anything that shows the economy is slowing will be taken very well by the market. But the Fed is still out there and I don't think we should get used to the (idea) the Fed going to stop (raising rates) in June.
buyers goes great last shows week willing
Anything goes this week. You had a great week last week and it shows there were buyers willing to come in just on the thought of stabilization.
alert earnings focusing forward fourth looking moved people rather technology
Technology has done well, not necessarily because of the crash, but because it has moved up the alert that the market's concentrating on a 2002 recovery. Rather than focusing on the earnings that are going to come out in the fourth quarter, people are looking forward rather than near-term.
definitely disappoint huge next quarter reflected
You're really not going to see any huge disappointments next week. It's definitely winding down as we get to the end of the quarter and those that are going to disappoint are probably already reflected in the stock.
ability case diminished earnings hope market react strong support
You would hope that the strong earnings would support the market and give it the ability to react positively. But I think the case for that has been diminished lately.
affect dramatic market
Your first set of pre-announcements are usually your most dramatic and affect the market the most,
buy create good great opportunity
You're going to create a great telecom company, ... I think this is a good opportunity to buy US West.
bad believe built earnings growth lead market news positive sentiment shifting toward
You're getting a lot of positive sentiment in the market and a lot of rotational shifting toward growth. It doesn't say that earnings are going to be better but it does lead one to believe that a lot of the bad news may already be built in.