Jon Brorson
Jon Brorson
bonds continue crude good last momentum rally setting stage today week
They managed to rally after being down most of Friday, so I think some of that momentum will continue today. Crude is off a little bit, bonds are up, so I think it's setting the stage for a pretty good day today on the back of a pretty good week last week.
bounce hope key market quick rally support
I would hope that the market will try to rally here, and bounce off these key support levels. If it doesn't bounce real quick in this area, we could have some real problems.
data meaningful since sort trade
I don't think the trade data is that meaningful since it's sort of sandwiched between the FOMC and tomorrow's CPI.
bad bear months small
It suggests we're looking, in the months ahead, at a correction. A big, bad bear market? No. But a correction, especially in small and mid-cap stocks.
coming maybe money seems start work
It seems like maybe some new money may be coming to work at the start the new quarter.
companies earnings hear investors last putting seems start stock waiting week
It seems the confluence of events, with Delphi, and the week you had last week, you start out here pretty tepid. I am not putting much stock in what the earnings are, but I think investors are waiting to hear what the companies would say about the outlook.
bull business buy cheap cyclical market meaning means sell slow takes terror trading
It takes a long time, but because of inflation, world terror and a more stop-and-go business cycle, we think P/E multiples will be in a slow eroding phase, ... That means the market will be more of a cyclical trading market than a sustainable bull market, meaning you've got to buy when things look cheap and sell when they look expensive.
expected greater inflation looked report showing statistics
The GDP report looked pretty good, showing greater than expected strength, with inflation statistics not bad.
expected inflation looked report showing statistics
The GDP report looked pretty good, showing greater-than- expected strength, with inflation statistics not bad,
earnings market problem reason rough season whatever
The market is just awaiting for the earnings season to begin. October, for whatever the reason, always has a rough start. For some reason, the market has a problem with the month.
correction couple months past stocks
The choppiness we've had over the past couple weeks, the volatility, suggests stocks are vulnerable. It suggests we're looking, in the months ahead, at a correction in the marketplace.
came concerns gains good inflation investors might opportunity reports start stocks
We might start the day with some gains in stocks on the back of the good reports that came this morning. But with concerns over oil, and inflation down the road, investors may take the opportunity to take some profits.
I don't think its going to have much of an impact.