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.
good numbers saw
We saw some good numbers come out of GE and UTX, which bodes well for the economy, but I think we're still in this correction.
buyers certainly good last opportunity provided week
We've had some very good earnings. Certainly the sell-off we've had in the last week or so has provided an opportunity for buyers to come back into the market.
earnings good investors last mostly news october reason saw seeing
We're seeing the same thing that we saw in October during the last earnings period, where investors used mostly good news as a reason to take profits.
early good january reputation time year
I think early January should live up to its reputation as a pretty good time of year for stocks.
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.
both christmas consumer dominates good obviously pc software
It obviously still dominates the software space, and we think it's going to be a good Christmas in the PC sector, both for the consumer and for business,
bad economic good interest market number people worry
The market can find something good and something bad in every economic number. If the number is strong, that's a positive, but if its really strong, people may worry about interest rates.
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.
concerns height litigation seen track
We think we've seen the height of the litigation concerns here. We think we're on a down track here,
assets help sell trying
We think they're out there probably trying to sell this business, ... That's going to magnetize some assets and help this company.
bounce concerns correction february huge looking market monday partly response run weak
We had a correction, partly because the market had this huge run and everyone was looking for a correction, and partly in response to the weak February payrolls number. We had a bounce off that correction Monday and Tuesday, but concerns remain.
foot labor major next people seeing shows tends volatility volume weekend
We're seeing volume but no volatility in prices. And I think that just shows you that a lot of people are away and people are not making major moves. But next week, when everyone comes back from the Labor Day weekend it tends to be a big week and they really put the foot to accelerator and go, go, go.
economist hikes interest last point positive rate seen thinks
What our economist thinks at this point is that we have probably seen the last of interest rate hikes by the Fed, which could be a positive thing for the transportation sector,