Michelle Clayman
Michelle Clayman
Michelle R. Clayman is chief investment officer of New Amsterdam Partners, LLC, a firm she founded in 1986. New Amsterdam Partners offers large cap and mid cap investment strategies to institutional investors. Clayman sits on the Boards of the Society of Quantitative Analysts, and The Institute for Quantitative Research. She is a frequent commentator for CNBC, Bloomberg, and other financial media. A graduate of Stanford University's Graduate School of Business, Clayman is the first woman to receive the School's Excellence...
continue seeing sun tech weakness
You're seeing some spillover weakness in Sun and the telecoms continue to waffle, ... There's still uncertainty about tech leadership.
direction moving oil remarkably
Oil is remarkably high, but at least it's moving in the right direction.
both corporate economic move moving news start until
Until both the economic and corporate news start moving more consistently higher, you won't see another big move up for stocks.
bit last reaction today week
Last week was down, so some of today is a reaction to that, with a bit of a bounce.
certainly cuts earnings good half kick looking people rate second
People are looking for a pretty good earnings pick-up in the second half of the year. The rate cuts are certainly going to kick in.
aggressive comments fed near positive raising rates saying suggest
Greenspan's comments suggest the Fed won't be aggressive in raising rates in the near term, which is a positive for markets, but he's not saying anything that surprising,
concerns hit number profits slow stocks
There are still concerns that profits will slow considerably, and that will hit stocks. But I think there are a number of stocks that are just oversold at these levels.
bottom drift people start
Things have been so gloomy, (but) now many people sense the bottom is here and we'll start to drift upward.
confidence fed light numbers recent surprise
GDP numbers could surprise a little to the upside, and that may be why the Fed said what it did. Confidence numbers could also be surprising, in light of recent reports.
economic news
The economic news isn't great, but it's not awful, so that helps.
bit market risk
The fundamentals are improving, so that's great, but there's always the risk after the run-up of the market being a bit tapped out.
bad bullish clearly microsoft news people selling
You've clearly got some selling on the news. Microsoft wasn't bad at all, but it wasn't as bullish as some people were hoping.
bad bullish clearly microsoft news people selling
You've clearly got some selling on the news, ... Microsoft wasn't bad at all, but it wasn't as bullish as some people were hoping.
air bit coming flight internet safety trusted
This is more air coming out of the Internet bubble, coupled with a bit of a flight to safety into the old trusted stocks.