James Awad
James Awad
deeply earnings few good land last market positive response yesterday
The market was in La-La land the last few days. We had some good earnings yesterday and we got a positive spasm in response to it in a deeply oversold market.
growth interest jobs line market needs profits report toward walk
The market needs to walk a line between too little growth and too much growth, between profits and interest rates. The jobs report tilted the market toward too little growth.
coming driving earnings force higher interest market overcome quarter rates results strong weeks
The driving force for the market over coming weeks is going to be earnings -- what were the first quarter results and what is the outlook. You need strong earnings to overcome the headwinds of higher interest rates and inflation, because those aren't going away.
capital consumer economy effects looks market negative signs spending starting
The market has done better than I would have thought. You've got some signs that the economy is starting to stabilize -- it looks like the consumer is counteracting the negative effects of the capital spending slowdown in technology.
capital consumer economy effects looks market negative signs spending starting
The market has done better than I would have thought, ... You've got some signs that the economy is starting to stabilize -- it looks like the consumer is counteracting the negative effects of the capital spending slowdown in technology.
accomplish line resistance year
The line of least resistance is upward when you have all the liquidity in the market. But you've accomplished much of what you're going to accomplish for the year right now.
close consensus earnings ended good interest locked negative news pressures rate regular seems support trading
I think you're locked in a trading range. The good news is, the consensus for now seems to be that if the Fed's done -- if it's not done, it's very close to being done -- so that relieves the interest rate pressures from the market. And you've ended the negative pre-announcement season. You're going into the regular announcement season, and earnings should be pretty good. And that should support the market,
buy money percent stocks
If you are only getting (for example) 1 percent in the money market, why wouldn't you buy stocks instead?
buying
If you're buying for 20 years, you want to go for growth,
anybody bottom carefully cut expecting fed improving listen looking maybe news officials rate recovery saying signs soon talking tape watch yesterday
The Fed officials are talking very optimistically. Uniformly they were out there, on the tape yesterday and in interviews, saying that they are expecting a second-half recovery and looking for signs of a bottom sometime, very soon in the economy. So, you are going to have to watch the news very carefully going forward. I don't think anybody really knows. But if you listen to the Fed, you have maybe one more rate cut and then an improving economy.
bear break bull
It's not going to make or break a bull or a bear market, but it's a negative.
amount based clearly concern current economic growth inflation lead talk watching
You clearly have to keep watching this inflation issue. You do have to have some concern that, based on history, the current amount of economic growth should lead to inflation. But if you talk to companies, it's not happening.
almost analysis dangerous levels market momentum securities
It's been a 'no-brainer' momentum market where securities analysis isn't important, and now you have almost dangerous valuation levels on those stocks,
best fabulous january march marked market news rest roll run since sort time until visibility year
The best news is cresting right now, ... so it very well may be that we had a fabulous run in the market from March 2003 to January 2004, we've sort of marked time since then, and we'll roll over for the rest of the year until we get better visibility on 2005.