Timothy Ghriskey
Timothy Ghriskey
again good leading market relative sector seeing seen sign strength technology
Yet again we're seeing relative strength in the technology sector and we've really seen this for about a week. Big Tech is leading the market and that's a good sign for that sector.
across crude impact market oil price reflected reverse saw
We saw crude reverse from the morning, and the market rises. The price of crude oil has such an impact across the economy, and you see that reflected in the market.
allied brings concern force gives leadership major management marriage strong synergy
I think it's a marriage made in heaven, ... First of all, it gives Allied leadership for the future. Honeywell brings with it some strong management and that was a concern to AlliedSignal shareholders. There are cost-cutting and synergy opportunities. This is going to be a major force going forward.
cautious invariably investors money search spread stay values
I think it's important for investors to be cautious there -- probably take some of that money off and search for new values in the market, ... Spread out your investments, because if you stay in what has been hot, invariably there will be a correction.
broad good key likely rest share shows sting taken takes
I thought Dell had good numbers, and it likely shows that they have taken share in a lot of key areas. While that's good for Dell, I don't think it takes the sting out of HP's news. I don't think it has broad implications for the rest of tech.
august bit certainly direction fed influence market meeting summer time vacation
I think the August Fed meeting is a big overhang. And certainly the direction from that meeting will influence where the market goes. We could get into a bit of a summer doldrums here with August looming, from vacation time and all of that,
bet great investor investors market proved sector technology year
If anything that this year has proved to investor or should have proved to investors is don't bet on just one sector of the market even if it is technology with that great growth,
continues hang interest rates
The pall of interest rates continues to hang over the market.
people season wake
If (these warnings don't) wake up people that we're in preannouncement season and the preannouncements are going to be bad, I don't know what will,
changes coming fresh
Gorman coming over changes the whole landscape. It's a fresh slate.
biggest certainly concern consumer economy gas kept pump
I'd say the biggest concern right now is certainly oil. The gas pump is squeezing the consumer and the consumer is what has kept the economy going.
economic either rally reports rest strengthen today undermine volume week
I like the rally today and the volume is good, but we still have a lot of economic reports to get through the rest of the week that could either undermine it or strengthen it.
consumers investor last picked retail saving seen
If the retail investor has picked up, as you've seen in January, that's a positive, in that you want consumers to be saving more and investing. But you never want to be the last one in and too often that's the case.
yesterday
If you look at today, you've got to say yesterday was a sucker's rally.