Timothy Ghriskey
Timothy Ghriskey
action bad certainly days last lows market news prospect september several
The prospect of nearing the September lows is propping up the market. Certainly the news was bad last night, but the market action over the last several days has been more positive.
cheaper companies guidance ibm tech
We want to be in cheaper tech stocks, and companies like IBM that haven't lowered guidance,
calling correction healthy hear people run since
A lot of people are calling for a correction since we've had a pretty uninterrupted run since mid-November, and that would actually be healthy for the market, ... But when you hear everyone forecasting a big correction, it often doesn't happen.
almost group
Almost the whole group now is in play,
dramatic interest rates rise sent
There's been this dramatic rise in interest rates recently, and it's sent a shiver through the market.
carry combined demand economy financial strength strong underlying
There is still strong underlying demand for financial securities. That, combined with the strength of the economy could carry us to year-end.
business reported stock strong
That part of their business was very strong in the previously reported quarter, and that's why the stock is rebounding,
backing buying closer expected hit last pressure relief seeing selling three
You're seeing a little relief buying after the pressure of the last three days. There was a lot of selling on the speculation about Rita, but now that it's getting closer to where it's expected to hit land, there's a backing off.
economy far fed grind inflation investment raise saying slow worry
They are saying the economy is going to slow and that there's no inflation but that we still need to raise rates. Investment professionals worry that the Fed will go too far and grind the economy into a recession.
bond data economic sent strong yields
There was strong economic data this morning, which sent bond yields higher.
depends earnings far internal investment performance toughest
The brokerage earnings are by far the toughest to predict, because so much depends on how their internal investment performance was.
certainly economic improvement paper pulp stock
This is a pulp and paper stock, which is very leveraged to economic improvement, ... That's certainly a stock we like a lot.
april conditions growth including likely number picking reflect second talked week
The most important read this week is the first look at GDP growth in the second quarter, ... A number of companies, including GE recently, have talked about April and May being tough, but conditions picking up in June, particularly the second half, and the GDP number will likely reflect that.
gotten hurt learn message spread year
So the message here, spread your investments around, ... If you've gotten hurt this year in technology, learn from that and diversify your investments.