Alan Ackerman
Alan Ackerman
attention bit earnings focused left light week
We're in a light week that's light on news, light on earnings and light on volume, ... Most of the attention is focused on Cisco. The techs have been sprightly but they've left a bit to be desired.
bullish ceos corporate fewer seem
There are fewer and fewer corporate CEOs who seem bullish on their own business.
early few hold hope last market rally saw seen
We're still early in the game. I think what we saw was a rally that we've seen before over the last few years. We've had big one-day rallies that didn't really show any sustainability -- so my hope is that the market will hold here.
quite sands strength taken took weakness
The sands have shifted, ... Wachovia's weakness took the strength out of the financials and Qualcomm has taken quite a hit.
earnings judge question rounds strong technology value
The big question making the rounds now is: How does one really judge value and are strong first-quarter earnings (expectations) already factored into technology stocks?
climax close lies lies-and-lying others
Some sense a climax lies ahead, and others think we're getting close to the bottom,
clearly dealing effective expect hand problems senate
I think it's a constructive move. He's an experienced hand who is clearly effective in dealing with bright, energized thinkers. I don't expect the Senate to have many problems with this nomination.
economy feeling good market plenty selling senses signs skeptics starting
I think the market senses something good going on. On the one hand, the feeling is that the economy is starting to show signs of improvement. But there are plenty of skeptics around who say that feeling may be a little premature, and they are selling on strength,
anthrax anxiety cuts earnings economic federal further imminent increased market package period poor providing reserve stimulus weathered
The market has weathered a poor earnings period and increased anthrax anxiety and has come out of it pretty well. I'm encouraged. The imminent economic stimulus package and Federal Reserve cuts are providing further encouragement,
economy fed leadership market mode
The Fed has to set a leadership mode for the U.S. economy and the market will follow.
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.
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,
markets
What you've got now is world markets whipsawing. It's a letdown, not a meltdown.
appear bear beginning currently economy investors less longer realize series summer turn
We appear to be in a summer swoon in which investors are beginning to realize it's going to take a lot longer to turn the economy around than expected, and that we're currently going to have to bear through a series of pre-announcements that are less than comfortable,