Ned Riley
Ned Riley
economy slowing tech
What we have now is an economy that's slowing down. I think we're going to see some cyclicality to tech earnings.
economy slowing tech
What we have now is an economy that's slowing down, ... I think we're going to see some cyclicality to tech earnings.
market might monday possible problems today
Today the market anticipated possible problems over the weekend. If nothing happens, we might have a better Monday than we've been having.
demand economy incredible market products reflect september skepticism tech trend
Today's market and the market in September reflect skepticism around the sustainability of this incredible trend in demand in the economy and tech products in particular, and also in profitability.
anxious apple companies ibm people portray relatively sound tech
Fundamentally, I think that many of the reports, from companies like Intel, Apple and IBM do portray a relatively sound tech environment. But people are anxious right now generally.
believe good january kinds momentum
I don't believe in these kinds of indicators, but I do believe in momentum. The momentum in January was good and I do think we will have an up year, but not because of an indicator.
beginning believe move strong
I believe this is the beginning of a strong move higher.
believe discount earnings future group grow growth market maybe percent premium rate slow
I believe the group is going to be able to grow at least 8 to 10 percent in the future and I think the S&P earnings are going to slow down to maybe 7 or 8 percent, ... So this group could have actually a premium growth rate and yet a discount to the market that's, at least, 50 percent, if not lower.
economic question
But the question is more about economic growth.
companies corporate future governance quarters side tendency terms
But after all the corporate governance issues, there's a tendency now of erring on the side of ultra-conservatism in terms of what companies say about future quarters and that's going to continue.
beneficial surprised
I would be very surprised to see a beneficial report.
disappoint feeling paranoia phase stocks
Right now I think you're in the indiscriminate phase of selling. There's more of (a feeling of) anticipation and paranoia about the possibility that some of the Dow stocks could disappoint even further.
care coin flip gains guarded health pockets rally strength
One of the pockets of strength has been in the health care area. You could flip a coin on the Nasdaq -- it's been a very tepid and guarded rally in the Nasdaq . But I think the Dow gains will prevail.
bit coming concerned funds grabbing investors money mutual outlook percent share terms volatility
Money funds are still grabbing about 50 percent of share of the money that's coming into mutual funds, ... So I think investors are a little bit guardedly optimistic, but still a little concerned about the outlook in terms of the volatility and the economy, probably.