Barry Hyman
Barry Hyman
companies expect greatest growth matters number overweight percent represent sector tech weight year
Don't expect 86 percent this year on the tech stocks, ... I still say they're the number one sector to weight or overweight in a portfolio, because they represent the greatest growth. Your companies at 8-to-10 percent are languishing. Companies with earnings, who cares. It's a 100 times earnings. It's 30 percent growth that matters in this market.
aggressive chain earnings fairly federal higher number numbers steam subject translate
This number is very startling. It is the preliminary, so it is subject to fairly substantive revision. These numbers may translate into earnings risk, but may also dissuade an aggressive Federal Reserve. The chain deflator was higher than expected, which may take the steam out of our rally. This may dampen enthusiasm, but not kill it.
aggressive earnings fairly federal number numbers subject translate
This number is very startling. It is preliminary, so it is subject to fairly substantive revision. These numbers may translate into earnings risk, but may also dissuade an aggressive Federal Reserve.
center domestic economic friday major numbers peek tech
Without any major tech stories, the economic numbers are going to take center stage. It started on Friday with the first peek at the GDP (gross domestic product) for the first quarter.
concerned direct economy effect either expect hikes interest line looking market number rate remain tame
I expect (ECI) to be very tame and show now inflation. It's the GDP I'm concerned about. If either one doesn't come in line (with expectations), the market will remain under pressure, ... I'm looking at the GDP number because that's going to give us a direct causal effect to how well the interest rate hikes have slowed the economy down.
based christmas continued low number puts retail seen spending stocks
Based upon how we've seen retail stocks perform, any continued low (consumer confidence) number puts a crimp in the Christmas spending story.
consumer earnings good market numbers people regard retail sales seeing shows stronger tech today
Retail sales numbers were stronger than expected, and that shows that consumer are still spending, and I think that is weighing on the market today and it should. But it's not weighing on the Nasdaq, where you're seeing those really good earnings reports. People really regard tech as the place to make money.
bond concern continue defensive equity fed market number numbers pressure raising seeing shows store stressed
Now we're going to see more pressure on the bond market and an already stressed equity market. There's a lot of concern and we're seeing some defensive investing. This number shows that the Fed will continue raising rates. Numbers like this show that we're in store for two more hikes.
august bit friday gave hike likely number
The PPI number on Friday gave us a little bit of a hint that there most likely will be a hike on August 24th, but that'll be it,
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.
numbers quarters reporting row skeptical
The numbers look good, but it's two quarters in a row that analysts are skeptical about how they're reporting their numbers.
believe building closer confidence fed key numbers rate
It's going to be another confidence building story the closer we get to the Fed meeting. I believe that the unemployment rate and the NAPM numbers will be the key numbers.
bit continued durable goods number shows strength stronger
There is a little bit of profit-taking and a little bit of nervousness as we go into Thursday's GDP number, ... The durable goods number was a little stronger than expected. That shows continued strength in the economy. That is not what you want to see right now.
below bullish concerned drop economy numbers percent report saw slowing support today
The productivity numbers today (Thursday) and tomorrow's (Friday's) report do nothing to support a bullish market. I would be concerned if we saw the unemployment drop below 4 percent because that would show the economy is not slowing down.