Hans Olsen
Hans Olsen
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.
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.
avoid expected far few halfway hurricane monster pose recession starting storm worse
This is expected to be one of the worse hurricane seasons, and so far they're right and we're only halfway through it. All you have to do is pose the question: What if you had another monster storm in another few weeks, just as things are starting to come back on line? I don't know how you would avoid recession in that environment.
approach discount earnings fourth gas home people seen start starting thinking third travel
Look for it in the earnings of discount retailers, restaurants and travel sectors. Start to look for GDP to be impacted, earnings in the third and fourth quarters, especially now because we're starting to approach the home heating season. This is not good. We haven't seen anything like this in the better part of 25 years, where you start to have people thinking about gas lines.
above next number people revision start talking variation
If the number is 50,000 above or below, that's a variation where you'll see a reaction. If it's below, then people will right away start talking about what the revision will be next month.
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.
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.