Barry Hyman
Barry Hyman
bounce economy economy-and-economics remains seem slower slowing strong worries
We seem to go from worries about the economy slowing down to appreciating that the economy remains strong and can bounce back from slower fourth-quarter GDP growth.
asset cash helping hold paid perspective switch
You are not getting paid to hold cash anymore. I think if you look at it from that perspective you see an asset allocation switch going on, which is helping this rally.
market negative news tech test today
Today will be a test of the market to see how it handles some negative news in the tech sector, Dell being that test.
attempt bit clearly rebound seeing trying
You are seeing a little bit of rebound in some of the worst-hit sectors. It's clearly a short-term attempt at trying to find some stabilizing level.
energy exposure oil stocks
We like stocks in oil and drilling. Energy does well in an inflationary period. So we want to have some exposure to energy,
next possibly
We don't look for a (rate hike) next week, but possibly one in August.
action earnings hard market narrow negotiate pick stable stronger today trend trying
Trying to pick a trend in this market is impossible. Friday's action was anemic, and today there's anticipation of a stronger earnings season. Other than short-term traders, it's hard to negotiate a market that is so narrow in range. We're at least stable for now, but there hasn't been a trend for over a month.
commentary expected percent quarter seems
With an expected quarter percent rise, the commentary seems a little more hawkish than expected.
amongst catalyst earnings help market quality recent serious storm tech upside weathered
We weathered a near-term storm of the recent tech earnings well. The market has a lot of consolidating to do, and there isn't a catalyst for serious upside at the moment. Only quality earnings amongst all sectors will help us.
bit fed inflation input key next numbers retail sales statistics
Next week's retail sales numbers and inflation numbers are going to be some key statistics to give us a little bit more input into where the Fed stands.
chew gum longer people street walk wall
It's nothing more than rotation. I think people on Wall Street can no longer walk and chew gum at the same time.
buy drop fearful good later major market start stories tech time weakness year
It's time to start anticipating a recovery. Buy on weakness and look at tech because I think there will be some good stories later in the year ? the time to be fearful of another major drop in the market is just not there.
oracle sector taken
It's not the Fed; It's all Oracle and it's taken the sector with it.
eye
It's one eye on the news, and one eye on the markets.