Donald Selkin
Donald Selkin
home market news seen stock
The market may be overreacting to stock news that really isn't so terrible. For some reason, Home Depot's news is being seen as really negative.
higher interest investors looks market maybe picture profit rate time tough worried
The market looks ahead, and maybe investors are worried that between the higher interest rate picture and the decelerating profit growth, the market may have a tough time advancing.
beyond looking market people seems wants
The market seems like it wants to go higher. People are looking beyond the valley.
basically earnings ended market period range reporting top waiting
The market's at the top of a range here. The earnings reporting period basically ended with Dell and now the market is waiting for a new catalyst.
advance fed market raising strongly
The market really can't advance that strongly as long as the Fed is raising rates.
collapsed market sideways
The market hasn't collapsed or anything, but we've been going sideways for awhile.
hanging market
The market has a lot of headwinds it's up against, yet it's still hanging in there.
market negative pull puts short spin
The market is in one of these funks where it puts a negative spin on everything. I don't see what's going to pull us out of this in the short term.
adjusting corporate economic fact high market move pace profits recovery slower
The market is adjusting to the fact that corporate profits may not be as high as was previously thought and that the economic recovery may move at a slower pace than it did in the first quarter.
bit earnings expectation good huge last run seeing stock year
All these earnings look pretty good. But after the huge stock run last year and the expectation of the good earnings, I think you're seeing a bit of that old 'sell the news' reaction.
earnings economy-and-economics less rate shift stocks
The earnings have been tremendous. We are going to see a shift back to 'new economy' stocks because they are less rate sensitive.
among companies compared earnings strong technology year
The earnings among technology companies this year will be up something like 30 percent. And remember, that's compared to a strong 1999.
closer favorable time
The closer we get to the end of the year, the more we get into that seasonally favorable time frame.
chances double hitting
The chances of the Nasdaq ever getting back there are very remote. It would have to double itself, which would be like the Dow hitting 20,000, which is not going to happen.