Barry Hyman
Barry Hyman
asia benefits cable compelling dollar foreign liberty opportunity since somewhat south trades
Liberty is a compelling opportunity to penetrate or consolidate Europe, Asia and South American cable markets, but since it trades in the U.S. and it is dollar denominated, the foreign benefits will be somewhat muted.
economy great hostage last market proof somewhat until
After last week's great run, the market is directionless. We're somewhat hostage until we get more proof that the economy is slowing.
economy great hostage last market proof somewhat until
After last week's great run, the market is directionless, ... We're somewhat hostage until we get more proof that the economy is slowing.
belief bottom brought changing continuing deter fed interest lowering mixed rates somewhat street terms visibility wall
I don't think there's anything that will deter the Fed from lowering interest rates in August. I think the story is going to be the continuing belief that there is a mixed story on Wall Street that has been brought out, in terms of technology. The visibility story is changing somewhat to the 'we see the bottom in sight' scenario.
due export global hurt market markets political somewhat whether
The markets do not like global crises, whether they're political or economic. They do have ramifications in the world. Our export market may be hurt somewhat due to that.
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,
announcing company corporate major positive
When you have a major company like GE boosting its dividend and announcing a big buyback, that's very positive for corporate America,
constant exhibit market negative news opportunity
Without having that constant barrage of negative news, there is the opportunity for the market to exhibit some strength.
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.
course earnings ignore potential
You have to ignore that because they're of course going to be bad, ... You have to look at earnings potential, and cyclicality stocks, I'll go for International Paper.
market rounds sell stories treated whether worry
You have a market on eggshells. The stories that make the rounds are being treated as sell first and then worry about whether they're true.
avoid backbone bank believe clear companies cyclical earnings fed good growth looking means people provide retail security slowing stability stocks technology toward
You have to be careful. There are not many sectors that are doing well out there. This is a slowing economy. People are looking for security of earnings. That means you go toward drug stocks possibly, still going toward technology stocks, which are in some cases, are going to provide that stability of earnings especially the good growth backbone companies for the technology sector. Avoid cyclical stocks, avoid retail stocks. Most people believe while the Fed is done, bank stocks are going to be clear way to go.
economy-and-economics higher implies interest strong
Better-than-expected LEI implies a strong economy. It also implies higher interest rates.