Evan Olsen
Evan Olsen
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.
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,
couple decent inventory last market negatively oil strong
The market reacted negatively to the oil inventory numbers. But we've had a pretty decent run-up the last couple of days, it's been a very strong first quarter.
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.
helping
Nasdaq had a pretty big pull-back yesterday, so Intel's helping today,
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.
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.
certainly energy except help impact lift negative oil positive prices rise though
A rise in oil prices always has a negative impact for most stocks, except for the ones in the energy sector. Today's upgrades though are certainly a positive and may help lift some stocks.
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.
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.
activity damage fears stores
There's been a lot of activity in restaurants and stores on fears there will be damage to their operations.
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.