Alan Ackerman
Alan Ackerman
ceos concerned corporate course cycle earnings inability length next people predict several technology
I think people need to be concerned about the length of the technology cycle and the inability of most CEOs and analysts to predict the course of corporate earnings over the next several quarters.
august dull july
We had a dull July and August is duller still,
clearly correction remains whether
We are clearly in a consolidation, whether we are in a correction or not remains to be seen,
earnings expectation fairly second stream strong
the expectation is there will be a fairly strong stream of earnings disappointments in the second quarter.
awful companies concern earnings met problem skepticism until whether
The real problem is that until we get through this earnings period, there's going to be an awful lot of skepticism out there about whether or not companies met their objective, and concern over the economy.
companies contracted drop market nasty negative period publicly room short year
With a market as nasty and negative as it is at the moment, there's little room for error. The Nasdaq has contracted very sharply in a short period of time. Its drop in a year is approximately 60 percent, but this is not representative of all companies that are publicly traded.
cut interest net promise rates safety
The promise of a cut in interest rates before the year's end is a safety net under the market.
investors sector seeing traders value
Traders and investors feel more comfortable with the value sector of the market, ... What we're seeing is a two-tiered market.
appears economy economy-and-economics profit warning
We have more profit warning jitters as the U.S. economy appears to be slowing,
markets
What you've got now is world markets whipsawing. It's a letdown, not a meltdown.
along bit ease employment eyes hope indication lots market numbers pressures price today tomorrow
We had an indication today that the unemployment numbers may be up a bit. Lots of eyes will be on the employment numbers tomorrow (Friday) with the hope that the jobless market will ease just a bit and price pressures may ease along with them.
benefit clearly environment seems
We are in an environment which clearly seems to benefit from a 'feel good' phenomenon.
concerns currency data seat
The data is important, but it will take a back seat to concerns about currency devaluations and recessions.
earnings likely loosen safety time turbulence
There is likely to be turbulence ahead. Earnings disappointments are devastating. This is not a time to loosen the safety belts,