Hans Olsen
Hans Olsen
beginning costs high hold oil operating prices sustained throughout wider year
My sense is that the high oil prices we've sustained throughout this year are beginning to take hold in the operating costs of a wider swath of US companies.
benefit bring buying companies confidence consumer help high industrial levels likely remains remarkable start stocks
It's remarkable that consumer confidence remains so high and it may help bring to stocks some buying momentum. Companies in the industrial and consumer sectors are the most likely to benefit from high confidence levels at the start of 2006.
believe companies depending economy economy-and-economics higher highly interest items rates sector spending tech
If you believe that higher interest rates will put a brake on the economy, the whole tech sector is highly susceptible because companies are going to be spending on tech-related items depending on where the economy is going.
bias confirm equity good higher interest number rates
A good number will confirm the upward bias for interest rates and higher rates are a headwind for equity prices.
drive earnings next several weeks
What's going to drive things over the next several weeks is how third-quarter earnings come out,
finally monkey
We finally got that monkey off our back.
companies deal period positive quiet reported tough
Most companies have already reported their earnings, and I think we're getting to a quiet period where it can be tough to keep anything positive going. There's still a lot out there to deal with.
difficult positive prices stock
It doesn't set a real positive stage. It makes it difficult for stock prices to go anywhere.
inflation leads push supplies
It all leads to the idea that inflation isn't so bad. That supplies some push for the market.
defensive fairly good types
Those are kind of defensive stocks, with fairly inelastic demand. In good times and bad, you're going to use those types of products.
absence bad deal good news noise treated
Right now, it's like an absence of bad news is being treated as good news. I see it as just a lot of noise right now. There's still a lot out there to deal with.
absence bad good news treated
Right now, it's like an absence of bad news is being treated as good news.
exceeded excel improve knew point rate schedule true
To say that we knew she was going to improve and excel at the rate that she is, that would not be a true statement. She has exceeded the schedule that I thought. She is probably already at the point where I thought she would be in two years.
bite continue lurking market risks starting tougher
We are starting to see the bite from some of the risks that have been lurking in the background, like oil. I think it's going to continue to be tougher for this market to do anything positive.