Barry Hyman
Barry Hyman
selling though
It's been all over the place today. Even though it's not really rallying, it's not selling off either.
emphasis fed key meeting next rate seeing slowing succession
I think we really have to get to the next Fed meeting before anything significant happens. We have to see the emphasis on a slowing economy, and that's key to seeing that there won't be an open-ended succession of rate hikes.
news today
I think it's emotional, because all the news out today is already known.
decent market rally tremendous week
I think the market had a decent week but without any fundamental backing, the rally doesn't really have tremendous upside.
commentary hike interest market sure
Greenspan's commentary sure indicated there is more than one interest-rate hike to come, and that's not what the market wanted to hear.
began feeling secure walk week
I think you walk away this week feeling much more secure than you began the week.
clues market numbers pc picking
The market is going to want to see in those numbers some clues that the PC market is picking up post-Y2K.
coming concern cyclical entering few good issue next opportunity pointed quickly rally rest run sector somewhere weeks worry year
Our look for the rest of the year is we're going to rally and worry. We're going to rally and worry some more. And we're going to rally again. I think the concern or the 'worry period' that we're now entering is this cyclical issue again, after this run up in the semiconductors sector and the third-quarter prerelease season, which we're quickly coming to. And I think that's going to give the opportunity for the next run up in the marketplace, which should come somewhere over the next few weeks into the election. The good news, as you pointed out, is that the Fed's done,
asian believe bottom cannot hurt japanese markets
I believe the Asian markets are stabilizing and if you look at the Japanese market, I think the market has put in a bottom in Japan as well and that cannot hurt the U.S. market in the intermediate term.
bear buy entering market weakness willing
I think individuals should still be willing to buy weakness out there, ... I don't think we're entering another bear market right now.
asia benefits cable compelling dollar foreign liberty opportunity since somewhat south trades
Liberty is a compelling opportunity to penetrate or consolidate Europe, Asia and South American cable markets, but since it trades in the U.S. and it is dollar denominated, the foreign benefits will be somewhat muted.
broader earnings focus market next week
How the market interprets some of the earnings next week will be the broader focus,
affect blue chips coming companies economy-and-economics effect interest investors less rates technology
The idea is that interest rates will affect the old-economy companies more, because they are more interest rate sensitive. You will probably have less of an effect on technology stocks, and there is a lot of bargain-hunting going on. I think investors are a little more comfortable coming into these blue chips down 30 percent.
affect bag concern earnings looking quality switched
The cat's out of the bag here with IBM. It's going to affect more than IBM, because Y2K is a concern and it's going to affect many different sectors of the market. And analysts have already switched from just looking at earnings to quality of earnings.