Barry Hyman
Barry Hyman
absolute beyond economy-and-economics forward giving half reflection says second suspicion
The reflection of what Cisco says is an absolute reflection of the economy. If Cisco is giving this forward look beyond the first quarter, then the suspicion of a possibility for a second half upturn may not be as evident.
bit continued durable goods number shows strength stronger
There is a little bit of profit-taking and a little bit of nervousness as we go into Thursday's GDP number, ... The durable goods number was a little stronger than expected. That shows continued strength in the economy. That is not what you want to see right now.
relationship
The P&G story is a lot more significant than just its relationship to P&G.
hike market negatives reacting several
The only way I can see why the market is not reacting to several negatives out there is the anticipation of one more (rate) hike and we're done.
economy economy-and-economics fed move psychology selling tremendous until
The psychology is just not there for the economy to make any substantial move until we get through the Fed meeting. There's really no selling pressure, it's just tremendous volatility.
absolutely belief coming core economic euro exist higher market oil overnight price problem quickly reason root searching weaker
The price of oil and the weaker euro is absolutely having an impact. This is a market searching for a reason to go higher but this is a core root economic problem that could exist and the market is quickly coming to the belief that there is no overnight fix.
accepting break energy foolishly market negative oil price reaction
The price of energy should spook investors. So far, the market is foolishly accepting of the price of oil without a negative reaction as long as it doesn't break out to a new high.
affected companies dramatic energy rise seeing starting stocks tech
We're seeing pre-releases starting in 'old economy' stocks - companies that are not leading-edge tech companies but are more affected by this dramatic rise in energy prices.
entry investors looking might
Biotechnology is not going away and if investors are looking for an entry point, this might be it.
button buy decent destroying gets key market push ready
This market is just one decent story away from destroying the bears. I can just feel the short-sellers getting ready to push the buy button if the market gets through these key levels.
creates earnings equity help markets negative opinion perception wall
This perception creates a negative opinion on Wall Street. But over time, it will help the equity markets because it is reflexive of a better earnings picture.
bombarded earnings expect market problems
This market has got problems and it's got earnings problems and it has not discounted yet. You have to expect to be bombarded every day by more earnings warnings in technology.
positive provide typical
It was a little better than a typical September, but it didn't provide any big positive surprises.
consumer continue earnings good inflation reaction rolling sector spending stronger tech
As long as we continue to see good earnings and the reaction to good earnings positive, then you will see Nasdaq as the sector of choice. The Dow is being weighted by this conflicting (economic) story -- stronger consumer spending and OK-looking inflation numbers. But the tech (sector) is merrily rolling along.