John Davidson
John Davidson
changed companies earnings good greenspan growth mostly rather reporting seeing showing start suggested verge
This has been a pretty good start to the earnings reporting period, with about two-thirds of the companies topping estimates, but I don't think anything's really changed yet, ... Greenspan suggested that we may be on the verge of a growth period, which would be significant for earnings, because mostly what you're seeing now are companies showing improvements on cost-cutting, rather than real growth.
green pop
When the pods went pop on the broom, green broom.
continued economy fact greenspan growth market maybe move people raise signs until volatility
I think we have continued volatility until we really see signs of growth in the economy slowing. When we see the economy slowing, I think that people will be more comfortable with the fact that maybe Greenspan is not going to have to continue to raise rates, then I think the market can move ahead.
bigger claims comments deal greenspan impact questions short
I think Bush's comments are having an impact as there are a lot of questions about how and when and who should deal with Iraq. But in the short term, the jobless claims and the comments from Greenspan have a bigger impact.
aggressive announced clear current cut economy economy-and-economics greenspan help hoping investors meeting rate state talked
Greenspan talked very little about the current state of the economy and was really admonishing lawmakers, and he made it very clear that there will be no interest-rate cut announced after the meeting on Sept. 24. I think this may have disappointed some investors hoping for a rate cut or something more aggressive to help stocks.
case commodity fact greenspan labor market minority prices raise rates thinks tight
I think I'm probably in the minority that thinks that Greenspan may raise rates on Tuesday. I think the real case is a fact that the labor market is really tight and commodity prices have really increased.
chairman claims greenspan keeps lowering number task terms today turnaround
To get a real turnaround you need to have a turnaround in earnings. The jobless claims number today probably keeps (Fed Chairman Alan) Greenspan on task in terms of lowering rates.
aggressive contingent continued earnings economy fed half help looking recovery second tax
I'm looking for a recovery in the economy in the second half of the year, contingent on a continued aggressive Fed and a tax cut. I see a consumer-led recovery in the second half and that will help give us an earnings boost.
belief corporate economy equity fall line markets profits recovering
The belief has been that if the economy is recovering and corporate profits are improving, equity markets will fall in line eventually,
employment federal fold job manage objective price stability stock
The Federal Reserve's objective is two fold -- price stability and employment growth. All too often we think it's the Fed chairman's job to manage the stock market, when it's not.
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,
believe mind seeing
I just can't believe what I'm seeing out here. It really boggles the mind to see this firsthand. There's nothing like it.
excited fantastic forward looking
I'm more excited than in many years for what we are about to undertake. I'm looking forward to it. It's been an unbelievable season. I think we're in for a fantastic playoffs.