James Awad
James Awad
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.
background deficit dollar fine negative potential trade
The trade deficit has always lurked in the background as a potential negative for stocks, but it was fine (in the past) because the dollar was strong.
barrel market negative potential risk short staring
The risk is we are staring down the barrel of negative pre-announcements, so the market has the potential to be disappointed short term.
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.
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.
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,
call
I think what you're in now is what we'll call the
becoming technology
I think what you have in technology is it's becoming a stock-by-stock issue,
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,
internet people speculate urge
I would urge people not to speculate in the Internet sector.
apparent clearly cost embedded exactly fed gains great growth increases issue itself market mean period profits retail slowing stock strong successful tough troubling volume worrying
I think retail is going to be a very tough place to make money. What's worrying the market now is -- if the Fed is successful in slowing the economy, what does it mean for profits going forward? And that is apparent - that's more clearly an issue in retail than anyplace else. But it is an issue in the market itself that you're going into a period here where profit growth may decelerate; in fact, could flatten out as you have volume gains decelerate in a slowing economy, but cost increases embedded in from the period when you had a strong economy; and that's not exactly a great prescription for profits, and I think that's troubling the stock market,
almost commodity corporate earnings high reasons strongest worried worry
There are a lot of reasons to worry about corporate earnings because of gasoline, oil, high commodity prices. It's almost like damned if you do, damned if you don't, because you're worried about what these commodities are doing to the economy, yet they're the strongest thing in the market.
almost came dead eventually four great growth money month stock three
This stock is down from over $50 a share, but is just a great long-term, growth stock, ... We think it will go back to over $50 a share, at some point, and back to almost where it came public. It may be dead money for a month or two, but I think eventually you will make three or four times your money on it.