Evan Olsen
Evan Olsen
again focusing kindness start tough
We are going through kind of a start of what is typically a tough month. We are again going to be focusing more on earnings.
finish motivated team took unified unlucky
That was an unlucky finish for us, but it really motivated us more than it took away from our motivation. I think it really unified our team even more.
buy demand good people sell stocks
People will not sell stocks to buy the 30-year bond, but a good auction, with good demand for the securities, will actually be a positive.
good last relief week
We've had a pretty good sell-off for the last week and a half. I kind of characterize it as a relief rally.
confidence consumer market number numbers rally stronger surprised
Consumer confidence is the big number today, ... I wouldn't be surprised by a market rally if the numbers come on the stronger side.
early earnings enthusiasm far optimistic people
It's very, very early in the earnings season, but so far it's been pretty good. We started (the day) with people optimistic after yesterday, but the enthusiasm has faded.
almost benefit energy gulf money mostly people prices rita turn
It's mostly just celebrating that Rita didn't turn out to be as devastating to the Gulf as feared, and energy prices are down, ... Almost all sectors benefit because people have more money to spend.
economy fed strong
We want the economy to be strong, but we don't want it to be too strong because we want the Fed to come to the end of their rate-hiking cycle.
bit next point
We're at a bit of an inflection point on the market. You need some consolidation before the next move.
activity damage fears stores
There's been a lot of activity in restaurants and stores on fears there will be damage to their operations.
apple group harder hit last leading overall seems
Apple was a disappointment last night. It's kind of leading the techs down. That group seems to be getting hit harder than the overall market,
growth money november people positive seeing tone
November has had a lot better tone to it than usual. We're seeing money rotating into the growth stocks. If I had to guess, I think people are pretty positive on the market.
continues oil spike start watch yesterday
Oil had a pretty big spike yesterday and that was negative. If it continues to go that way again, it could be something we start to watch again.
cycle despite fed focus near shifting spike sure
Despite the spike in yields, everyone is sure the Fed is near the end of the rate-hiking cycle and the focus is shifting to earnings.