Steve Neimeth
Steve Neimeth
consumer corporate expecting growth higher intel investors offset potential spending weakness worry
The worry with Intel is many investors are expecting higher corporate spending to offset potential weakness in consumer spending for GDP growth this year.
best economy obvious picture seems
The big picture is that the economy is accelerating and we live in a consumer-driven economy. It seems pretty obvious what the best way is to play this.
corporate driver energy higher inflation prices profit
The No. 1 driver for equities is corporate profit growth. Inflation is subdued, which suggests higher energy prices are not trickling through.
companies hugely market people positive reporting short surprises tomorrow upside
This is hugely positive for the market tomorrow -- two bellwether companies reporting big upside surprises in a market where people are heavily short and pessimistic.