Hans Olsen
Hans Olsen
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.
assign drag hard likely market meaning noise number obvious overlook separating trend
It's obvious that the hurricanes will drag this number down, and because of that, separating the trend from the noise is going to be hard. When it's hard to assign a meaning to this number, the market will likely just overlook it.
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 good news treated
Right now, it's like an absence of bad news is being treated as good news.
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.
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.
companies diversity early note profit reporting
It's interesting to note the diversity of the companies that are reporting these profit shortfalls. And we're still early into this.
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.