Barry Hyman
Barry Hyman
against catalyst environment express related ruling though tough travel visa
Even though it's a tough environment for travel related stocks, the catalyst for American Express is going to be the ruling against Visa and MasterCard. It's a very significant positive.
against case company compared extremely lost reported sector since stock trading weak
(Microsoft) has been trading like the company (had already) lost the antitrust case against the government. The stock has been extremely weak compared to its sector and especially since the company has already reported earnings.
again basis buy coming concept dominate interest people points rate season weakness
I think there are going to be opportunities to buy the weakness because I think the pre-release season will dominate again ? I don't think there's going to be a significant drop, though. There are a lot of people who buy the concept that 250 basis points (in interest rate cuts) with more coming is going to help.
against certainly looking means until warning
I am not looking at long-term because it is working against investments. There's certainly going to be an implied warning (by the Fed) which means that we're 'on hold' until August.
band break extremely few last narrow stuck
We've been stuck in an extremely narrow band for the last few weeks, and this could break us out.
close curve deal extremely federal high hope market meeting next note rally recession reserve slowing until worried yield
It was unanimous we'd have a year-end rally until the yield curve inverted. We wanted to close the market on a high note this year, but now we're worried that the 2006 market will have to deal with this. The next Federal Reserve meeting will be extremely critical. We have to hope this isn't predictive of a recession or a slowing economy.
positive provide typical
It was a little better than a typical September, but it didn't provide any big positive surprises.
businesses collapsed investor losing tech
These companies' businesses haven't collapsed like tech companies' did. But they've withered and they're losing their reputations and their investor bases.
case closer concerns euro good help hope problem relieved resolved sign stocks today whatever
The stocks that are up today are euro-based. Let's hope we can make the case that the euro problem is closer to (being) resolved than before and that's a good sign today. Whatever overhanging concerns can be relieved will help the market.
case closer concerns euro good help hope problem relieved resolved sign stocks today whatever
The stocks that are up today are euro-based, ... Let's hope we can make the case that the euro problem is closer to (being) resolved than before and that's a good sign today. Whatever overhanging concerns can be relieved will help the market.
companies demand equipment means side situation
The situation is very tenuous on the equipment side and any slowdown in demand in the equipment side of the equation, when you are priced to perfection, means these companies are still very expensive,
break hold week
The story (this) week is: Does it hold it or will it break it.
energy fed hurricane major market quickly risks seemed worry
I still don't think we have the Fed out of the way. The Fed seemed to worry more on inflationary than longer-term risks to the economy, which was reacted to very quickly in the market yesterday. That story still lingers today, as well as another major hurricane that's ramping up energy costs.
energy fed hurricane major market quickly risks seemed worry
I still don't think we have the Fed out of the way, ... The Fed seemed to worry more on inflationary than longer-term risks to the economy, which was reacted to very quickly in the market yesterday. That story still lingers today, as well as another major hurricane that's ramping up energy costs.