Barry Hyman
Barry Hyman
generally intel run seeing stock
Intel was generally positive, but I think the stock had run up into the meeting, so that's why you're not seeing much reaction.
companies cost defensive economy economy-and-economics higher impediment interest move rates seeing technology
Higher interest rates are an impediment to companies where cost is important and that's Old Economy stocks, ... What we are seeing is a defensive move into technology stocks.
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.
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,
companies economic economy growth next numbers required seeing showing slowing solid steady stream week
I think next week it will be important to see two things: solid numbers out of growth companies and seeing still a steady stream of economic numbers showing the required slowing of the economy with no inflation.
asset bigger continued credit gives global good greater industry management research seeing stake
This is just a continued consolidation in the industry on a global basis, ... You're seeing Credit Suisse take a bigger stake in the research end of things -- it's good for Credit Suisse because it gives them better asset management and greater size.
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.
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.
asset bigger continued credit gives global good greater industry management research seeing stake
This is just a continued consolidation in the industry on a global basis. You're seeing Credit Suisse take a bigger stake in the research end of things -- it's good for Credit Suisse because it gives them better asset management and greater size.
maintain market percentage point quarter whether wire
I think we're going to go down to the wire whether or not it's a half-percentage point (increase). If you want to maintain market stability, a quarter percentage point could keep the market at bay.
clears discount happened market number tomorrow
A worse-than-expected number tomorrow will discount what happened this week. If we get an inflationary number, the market will go down, but I think it all clears up by mid-June.
divert hard money phenomenal quickly stocks
I think it's just more of the same. The Nasdaq is quickly approaching 5,000 and it's hard to divert money back to traditional stocks when the opportunities are so phenomenal in the new world economy.
accumulate aware easier fed great investor late looking next problems rally small start stock summer tech technology three trading vigorous weak worried
I think it's too late to be worried about where your tech stock is going to go from here. There are some opportunities out there and we are aware of the short-term problems in the marketplace with the Fed being aggressive. So, we're not looking for a very vigorous rally over the next one to three months. There will be trading rallies. But the investor, the small investor, the intermediate-to-long-term investor should use the summer time, which is seasonally weak for technology stocks, to start to accumulate an easier way into some of these great companies,
increased market volatility
At the same time, there is this increased market volatility that exaggerates these swings.