Brett Gallagher
Brett Gallagher
save stand worse
I can't stand the dollar. There's nothing that's going to save it and it's going to get worse .
bad december guess meet news reckoning send sometime
I don't think there's going to be enough bad news in December to send us lower. My guess is we go up through the end of December and we meet our day of reckoning sometime in the new year.
aggressive creative fraud king
I don't think there's any fraud there, but they're the king of creative and aggressive accounting.
direction red reverse
I don't see anything fundamental that's going to reverse the market's direction. We're going to get a lot of red flashing on our screens.
boost good huge market outcome rally time unlikely
It's unlikely the market would get a boost from that kind of a result. This time we have such a good outcome priced in that I don't think we'll have a huge rally once this is over.
begin carry chicken flows follow momentum months nice six tend
It's a little chicken and egg. The flows tend to follow the market, but when you get a nice six months in a row, the momentum can begin to carry itself.
analysis catching companies fallen higher looking market quality seems whose
It seems to me that this is a market where fundamental analysis has fallen flat. If you're looking for higher quality companies whose fundamentals are on the mend, you're not catching this market.
businesses case earnings seem smooth suspect
It's always been the case of something you suspect but have never been able to prove. Earnings seem improbably smooth when you look at the businesses of the company.
certainly names sink stable taken tech
It may have taken a little while for (3M and Lexmark) to sink in. Lexmark is certainly not a bellwether, but it was one of the stable names in the tech sector.
certainly names sink stable taken tech
It may have taken a little while for (3M and Lexmark) to sink in, ... Lexmark is certainly not a bellwether, but it was one of the stable names in the tech sector.
companies decade demand headed investment might otherwise past picking pulling sucking supply tech united united-states
There's been very little investment in infrastructure at these companies over the past decade -- tech was sucking up all the capital, ... Demand is picking up and you have this big, new demand from China, which is pulling away supply that might otherwise have headed to the United States.
companies earnings estimates gonna hurdle kick markets
As we kick off earnings season, it's going to be important what these companies are saying. Estimates are down so low, that if companies keep disappointing, markets are gonna have a big hurdle to overcome.
earnings majority market misses violently week
The majority of earnings have been good, but there have been some misses and the market has reacted violently to them. This is a week that has put me on alert.
accounting allowed data early economic issues market markets recover shows somewhat
The undertone to the market is still somewhat positive. The economic data shows that we have bottomed. It's what allowed markets to recover in early January. But the accounting issues are here to stay.