Barry Hyman
Barry Hyman
broad brush companies damaging few good landscape painting picture profit today
For some reason, today we're painting the whole picture with a broad brush and a few profit warnings are really damaging that landscape for the companies that are good (performers).
commentary increase point waiting worrying
It's not the quarter-percentage point increase that is worrying people. We are all waiting to see if the commentary will point to one, two or more interest-rate increases.
boost cut pcs strong
HP was surprisingly strong and that should boost the PCs tomorrow, but AMAT may cut into the semis,
commentary liked positive
Net-net, the commentary was positive - I liked the productivity understanding.
commodity complexes decline huge last looks picking require rotation taking work worse
This is a continuation of last week's decline and it's picking up in intensity. There is little rotation as we see the commodity complexes taking a huge hit. It looks worse than it actually is, but still it will require a lot of work technically to right the damage.
ahead earnings front market meaningful meetings news offering reaction seem
The market is just reeling from all the impediments ahead of it. There doesn't seem to be any meaningful reaction to any news on the earnings front or meetings that company's are offering to tell you that things are not as bad.
accept adjust believe bit dramatic economy effects eventual extent fact fed half horizon interest investment investors market next peak satisfy seeing situation slow slowing soon talk tough wants year
I do believe that the Fed is going to talk a little bit tough and say that it's a little bit too soon to accept the fact that we're seeing this slow economy to the extent that it's going to satisfy the Fed. And I believe that is what is going to keep the market in check. And it's another situation the Fed wants to try to control. They do want to keep this market in check. And we're going to have a slowing economy, and it's going to have dramatic effects on how investors look at the investment horizon going forward, at least for the next half of the year as we adjust to this slowing economy and the eventual peak in interest rates,
commitment perspective portfolio
This is more of a short-term perspective and I don't see any commitment by institutions. But a diversified portfolio is doing well here.
data exact exactly hike inflation leaves open rate recent risk sees shows street wall
It was exactly what Wall Street thought, ... The wording was exact -- no hike, sees inflation risk ahead, recent data shows moderating slowdown is still tentative and preliminary, and leaves open (a) rate hike in August.
aggressive earnings good mundane news seems
On the earnings front, it's kind of mundane news, ... but the restructuring seems more aggressive than had been thought, and that's good for the stock.
buy create good great opportunity
You're going to create a great telecom company, ... I think this is a good opportunity to buy US West.
bought branches fleet gains next percent stock
They bought a lot of branches from Fleet, when they merged with Fleet Boston, ... I think you can look for 30 percent gains in that stock for the next two year.
energy fed hurricane major market quickly risks seemed worry
I still don't think we have the Fed out of the way, ... The Fed seemed to worry more on inflationary than longer-term risks to the economy, which was reacted to very quickly in the market yesterday. That story still lingers today, as well as another major hurricane that's ramping up energy costs.
concern higher hurt markets oil prices
There's concern in the markets that higher oil prices may hurt the economy.