Barry Hyman
Barry Hyman
current cyclical stocks
It's surprising, but cyclical stocks should do better, ... And when you look at cyclicality, you don't look at current earnings.
belief certainly insane interest move rate severe
There's a lot of pre-Fed buying, ... There's this insane belief that the Fed's going to move more than a half-point and that's what's powering the Dow, because you have a lot of cyclicality in that index and they are certainly beneficiaries of any severe interest rate cut.
bond feeling fine headed heading interest key looks market rates starting street struggling technical wall
The 10-year bond looks like it's headed higher, so I think the feeling is starting to pervade Wall Street that economy's fine and interest rates are heading higher. But the market has (also) been choppy and struggling with some key technical levels.
aggressive brings continued cuts cycle deep economy fed four help interest question rate road
There's no (economic) stabilization yet, but it now brings the possibility of continued aggressive Fed moves. We're four cuts deep into an interest rate cycle and we're going to get a fifth. That's going to help the economy down the road -- it's not a question of 'Will it?' but it's a question of when.
bottom goes optimistic
I don't know where the bottom is going to be, but I am getting more optimistic as each day goes by that we are approaching something.
belief certainly insane interest move rate severe
There's a lot of pre-Fed buying. There's this insane belief that the Fed's going to move more than a half-point and that's what's powering the Dow, because you have a lot of cyclicality in that index and they are certainly beneficiaries of any severe interest rate cut.
constant exhibit market negative news opportunity
Without having that constant barrage of negative news, there is the opportunity for the market to exhibit some strength.
august bit friday gave hike likely number
The PPI number on Friday gave us a little bit of a hint that there most likely will be a hike on August 24th, but that'll be it,
bounce economy economy-and-economics remains seem slower slowing strong worries
We seem to go from worries about the economy slowing down to appreciating that the economy remains strong and can bounce back from slower fourth-quarter GDP growth.
amongst catalyst earnings help market quality recent serious storm tech upside weathered
We weathered a near-term storm of the recent tech earnings well. The market has a lot of consolidating to do, and there isn't a catalyst for serious upside at the moment. Only quality earnings amongst all sectors will help us.
aggressive considered department dominant fed justice perhaps share thinking
We have an aggressive Fed and an aggressive Justice Department thinking perhaps that all things technological, that have a dominant share of the market, could be considered anti-competitive.
certainly due markets money start wants
There is a lot of money out there that wants to be invested. Oversold markets start with short-term rallies and we're certainly due for a short-term rally.
ahead bit employment expected higher interest investors rates
There is also a little bit of nervousness ahead of tomorrow's employment report, which is expected to be strong. It just focuses investors on the higher interest rates that are still in the offing.
ahead attractive beginning believe cap companies enter fairly growth horrendous levels longer market measured next phase starting three tough view
We're not at the beginning of a decline. We don't believe you're about to enter another horrendous down phase in the market measured by the Nasdaq. We think there are some tough times ahead over the next one to three months. But if you take a longer view of that, many of these companies in the Nasdaq big cap are starting to come down to levels that look fairly attractive on a growth basis.