Barry Hyman
Barry Hyman
concerns express greatly improving looking market react similar starting stories
They'll (Cisco) express write-off concerns but I think we're looking at very similar stories like the other ones ? things are not improving greatly but we have better visibility. And I think the market is starting to react to that scenario.
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.
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.
conviction fed growth performing stories today
Most of the growth stories are not performing today and that is how we'll go into the Fed meeting. There's still very little conviction in the market.
caution coming hinges looking lower market prices stories suspicious time
A lot hinges on the numbers. If they're good, the market rallies. If we get any suspicious numbers, or more accounting-related stories coming into the fray, we're looking at lower prices again. It's a time of caution and some confusion.
believe caught economic figure growth inflation investors market neutral range stocks
I'm neutral on the market here, as I believe stocks will be caught in a range as investors try to figure out the story of inflation and economic growth going forward.
carry retailers turned
The blue-chips just turned down. Regardless, the retailers were up but really not enough to carry the market.
bias buyers downward flow money optimistic pressure seems side
The bias still seems to be to the upside. Buyers are optimistic and see the long-term side of the market. The downward pressure now is not that great. The money flow has just been too strong.
bias portfolio quarter today tomorrow upside
The bias for today and tomorrow should still be to the upside because of the end of the quarter when you get portfolio adjustments.
data economic grace markets saving
The barrage of economic data will be the one saving grace for the markets this week,
good nbc numbers people rally realize retail sales saw selling
The retail sales numbers we saw should have presumed a rally but we had some selling in Hewlett-Packard and NBC Internet. During the day, people started to realize that retail sales were good news.
activity assume bond economic feeling further gives higher interest market people rates signs whether worry
There's worry about higher interest rates. The bond market has been very weak, and we can assume the higher interest rates are signs of a rebounding economy. This gives people a feeling of comfort, but we also worry about how rates are going to go and whether it will crimp economic activity further down the road.
asset bigger continued credit gives global good greater industry management research seeing stake
This is just a continued consolidation in the industry on a global basis. You're seeing Credit Suisse take a bigger stake in the research end of things -- it's good for Credit Suisse because it gives them better asset management and greater size.
asset bigger continued credit gives global good greater industry management research seeing stake
This is just a continued consolidation in the industry on a global basis, ... You're seeing Credit Suisse take a bigger stake in the research end of things -- it's good for Credit Suisse because it gives them better asset management and greater size.