Barry Hyman
Barry Hyman
activity everybody expects people vacation
Everybody expects people to come back from vacation and the activity to start. The first day is a very lackluster day and people are just getting used to stuff.
bad forward looking market news piece recovery
Every piece of bad news that comes out in the market ... is ignored, ... looking forward to 2002, in the second-half, when a recovery is going to be in effect.
concerns earnings economy economy-and-economics fourth growth higher lower oil recently slower supported weaker
We're supported by a rebounding economy after a weaker fourth quarter, and recently lower oil prices. But that's countered by concerns about slower earnings growth and higher inflation.
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.
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.
band break extremely few last narrow stuck
We've been stuck in an extremely narrow band for the last few weeks, and this could break us out.
bond concern continue defensive equity fed market number numbers pressure raising seeing shows store stressed
Now we're going to see more pressure on the bond market and an already stressed equity market. There's a lot of concern and we're seeing some defensive investing. This number shows that the Fed will continue raising rates. Numbers like this show that we're in store for two more hikes.
bit fed inflation input key next numbers retail sales statistics
Next week's retail sales numbers and inflation numbers are going to be some key statistics to give us a little bit more input into where the Fed stands.
cap internet search
Right now, it's a search for names, just like it was in the Internet sector, where you started with the big-cap ones and then you went to the smaller- cap ones,
consumer earnings good market numbers people regard retail sales seeing shows stronger tech today
Retail sales numbers were stronger than expected, and that shows that consumer are still spending, and I think that is weighing on the market today and it should. But it's not weighing on the Nasdaq, where you're seeing those really good earnings reports. People really regard tech as the place to make money.
buy perception rally since
Since the perception is that the market's going to rally tomorrow, why not buy today.
extension jewelry late since spend
Since I filed an extension and probably will be late getting it, I will probably just go spend it. Nothing special, I would just say probably some jewelry for my spouse.
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.
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.