Ned Riley
Ned Riley
analyze companies guilty market proven taken until
Unfortunately, the market has taken a 'shoot now, analyze later' attitude. These companies are guilty until proven innocent, and they need to come up with confessions or disclosures that prove there's nothing questionable.
category damage elevated katrina people
Unfortunately, people feel very passionately that with Rita, we may see the same kind of damage and destruction that Katrina brought, particularly with it now elevated to a category 5.
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There is a serious shift going from the growth companies in the old economy to growth companies in the new economy that have been quite tarnished over the past nine months. The tech recession was the catalyst and we are genuinely seeing a slowdown in old economy sectors.
delay kinds lost market mechanical prepared surprise worries
There are worries about mechanical failures, lost ballots, all kinds of things. But I think the market is prepared for a delay in the results. I don't think it will be as much of a surprise as it was in 2000.
casualty dismissed momentum mostly numbers pick profits quarter reverse war
The profits numbers will be mostly dismissed in the first quarter as a casualty of war. Now we'll see how much momentum we can pick up from the reverse of war negativity.
blows body couple taken
We've taken a couple of body blows and are still standing. And I think that's pretty encouraging.
buy buyers conviction investors names premium
There is a willingness on the part of investors to buy premium names in anticipation of a recovery, but I really think there isn't a lot of conviction on the part of buyers or sellers.
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People are joining the camp of easier money for a longer period of time. The Fed should be willing to provide any and all support.
again declining fed great inflation interest message months next rates send six worry
Overall, a great inflation report. This again confirms interest rates should be declining over the next six months and should send the message to the Fed that it need not worry about long-term inflation.
crude dominating minds price
I think the price of crude is still dominating the minds of investors.
clearly continue microsoft next period produce reality until
I think you're going to continue to see this until we get through this whole period where there are these expectations that are clearly different than what reality is going to produce next year. Microsoft is only another example.
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I think the Fed has at least one further tightening in June and another one in August. Until the American consumer changes his or her outlook on further income growth, the economy is going to remain vibrant and inflation will continue to rise.
bond bonds favorable less market negative rally report stocks
I think the bond market has already discounted a favorable report but not a negative report, ... If we see something less than 150,000, bonds will rally and stocks may, too.
bit brighter help people picture retail sales short
I think we'll probably get a brighter picture on retail sales for Christmas, which could (inspire) people a little bit and help the short term.