John Davidson
John Davidson
For their survival, they've got to be able to do that more effectively and go into partnerships with brick-and mortar-companies.
aware guarded knows wacky
He's very guarded and very aware of his surroundings. He knows we live in a world of wacky lawsuits.
capacity close data drift due forecast housing improvement industrial modest none number production rest stocks strong tomorrow week
The capacity utilization and industrial production number are forecast to show modest improvement, the housing number won't be as strong as it has been, but it'll still be strong. However, none of these data due tomorrow are really market-moving. I think stocks may be set to drift the rest of this week and into the close of the year.
choice good later market missing portion risking volatility
The choice is between getting in now and risking near-term volatility or getting in later and missing a good portion of the market recovery,
buying higher until wait
If you wait until the volatility's gone, you're going to be buying at higher prices,
both built continue domestic earnings forecasts gross largely positive product upgrade
The earnings continue to be positive and analysts continue to upgrade their forecasts on both earnings and gross domestic product growth, but the expectations are largely built into the market.
answer consumer crucial question time
The crucial question is: What does the consumer do now? The answer will take some time to determine.
change consumer estimate expected final growth income personal sentiment spending
The final estimate of annualized GDP growth is not expected to change much and personal income and spending and consumer sentiment should all just be up modestly,
core lies primary
Agriculture is our primary focus. It lies at the core of our winemaking.
beat certainly companies concerns few housing numbers penny positive
The housing numbers were certainly strong, so that should have been a positive and a few companies beat by a penny or so, but geopolitical concerns are overweighing everything else,
corporate earnings expecting leads market maybe rebound six
The market typically leads earnings rebound by about six months. Maybe market participants are expecting a fourth-quarter rebound in corporate earnings.
employment market process seeing strongly weak
The market reacted pretty strongly to Friday's surprisingly weak employment report, and I think you're seeing the market in the process of digesting that now.
belief bouncing claims few fully market morning next number pick rally reflected seeing seen start weekly
The market has now fully reflected its belief in a second-half pick up, but for the kind of rally we've seen to continue, you're going to need to start seeing evidence. The weekly jobless claims number this morning is a start, but it's not enough. We could be bouncing around in the next few weeks.
economic market oil prices reacting rise
The market is reacting to the rise in oil prices and the conflicting economic news.