James Awad
James Awad
caution earnings economic people prices report reports revise risk second signs sloppy stock third weakness
The caution I have is stock prices are up a lot -- and we still may have signs of economic weakness and we may have some pretty sloppy earnings reports in the second quarter, ... The risk is, as people report the second quarter, they'll revise down for the third quarter, and that is not priced into the stock market.
bear highs interest market terms unlikely
I think it's unlikely that you'll get a bear market because the fundamentals are too good. On the other hand, you're not going to make new highs in the market as long as we have uncertainty in terms of interest rates,
aftermath corporate energy investment issue legs major
The major investment issue that has legs in the aftermath of the hurricanes is energy and its implications for corporate profits,
happening quietly several
This has been building; it's been happening quietly for several months,
higher iranian issue lurking oil tension until works
This Iranian issue is lurking as tension in the background. It's going to keep oil higher until it works its way out.
five ok week
After five up weeks, it's ok to have a week like this.
april bear bit blocks building corporate correction earnings flood good market negative overwhelm reports sentiment
The building blocks of a bear market are not there. It's a correction and it will probably go on for a little bit longer, but I think by the end of April the flood of good corporate earnings reports will overwhelm the negative sentiment that you are getting now.
case sell
Sell in May' very well may be the case this year,
bias southeast time year
The bias at this time of year should be up and, if it's not, it will be because of Southeast Asia.
card company credit pop selling talked
The company has already talked about selling its credit card business. If that happens, it could give a real pop to the stock,
continued earnings economic higher market move reports sprint toward
When all is said and done, I think the market will sprint higher toward the end of the year. But it's going to take continued encouraging earnings and economic reports to move it along.
coming housing negative numbers oil positive today worse
The positive today is that oil is coming down, the negative is that the housing numbers are worse than expected.
companies period tech
We're going to go through a period where we find out what tech companies are really what they thought they were and which were hype.
earnings economic news today
Today is encouraging, but it's not particularly meaningful. We still have a lot of economic and earnings news to get through this week.