Alan Ackerman
Alan Ackerman
continued corporate economy-and-economics investors looking saga
Investors are back to looking at the economy, corporate earnings, and unfortunately the continued saga of corporate shenanigans,
coming concern corporate earnings election elections fact financial flow market outcome profit results strong weighed
It reaffirms the fact that it wasn't just the outcome of the election that weighed heavily on the market -- it's concern about corporate earnings and the more-than-frequent flow of profit warnings coming from some of the strong companies, ... Earnings disappointments are overpowering the election results for now, particularly in the financial sector.
rotation small
As we end the quarter, there is some rotation into small stocks,
coming earnings hardly ignore reports slowing state strength weakness
One can hardly ignore the strength or weakness of the earnings reports coming out nor can they ignore the slowing state of the U.S. economy.
attack attacks bring clearly created equity likely markets television visible
This attack is clearly visible all over the world on television. Consequently, world equity markets are in turmoil. The uncertainty created by the attacks are likely to bring about more uncertainty abroad.
appears bad news
For the most part it appears most of the bad news is out.
attractive growth pay
They pay a dividend that's very, very attractive and they've had growth that's outperformed the S&P 500.
earnings hold likely looking market reasonably seeks stays tight trading week
It could well be another week of stabilization and consolidation as the market seeks to hold its own, ... We are likely to see some earnings disappointments. Conversely, we're also likely to see some earnings surprises. I'm looking for a market that stays in a reasonably tight trading side.
earnings management stay stocks trend
Stay with the big stocks with the big backlog and big trend of earnings and with management that have been there before,
four looks market wants weeks
It looks like it's four (up) weeks in a row... The market wants to go higher.
appears areas bite closer consumer economy economy-and-economics fed hard hikes hit hopefully key maybe months next percent rate six slowing spending targeting three time year
Rate hikes bite different sectors of the economy at different rates. For example, one of the key areas that was hit hard and appears to be slowing down is housing. Consumer spending will take some time to slow down, maybe three to six months out. But in any case, what the Fed is targeting is                  GDP of 5 percent this year and a GDP hopefully next year of closer to 4 to 4-1/4 percent.
appears completing market starting week
Essentially we're just completing a week where there appears to be some market stabilization starting to surface,
appears attractive economy erratic investors risk stocks
The Nasdaq appears to be probing for a bottom, ... The more erratic the Nasdaq is, the more attractive the old economy stocks appear to be for investors who want to be risk averse.
appears companies cut economic further great interest likely mean rates recovery reduction report road starting
The U.S. economic recovery appears to be further down the road than many expected, so another cut in interest rates is not likely to mean a great deal, ... What's more important is when companies report they're starting to see a reduction in inventories.