Marshall Acuff
Marshall Acuff
investors run stocks strategy technology work
Investors shouldn't run away from the techs. The long-term fundamentals for technology stocks are super. So the strategy is to work into the area.
continues leadership market nervous somewhat stocks uncertain underlying
The market continues to be uncertain about the underlying leadership after many years of being used to the big-cap stocks leading. We're also somewhat nervous about the earnings.
market wants
The market wants to go up, but there just isn't enough 'oomph' there.
bullish early finding growth people year
All those people who were waxing so bullish early in the year are now finding out the reality, that growth is slowing.
definition forget issue sleep technology
The issue with technology is, it's -- by definition -- change. You can't just go to sleep and say I'm going to forget it for 20 years.
clear fed indeed late momentum move moves profit quite slowing strong year
It's not clear that the Fed is going to move in June. Perhaps, the Fed moves late summer/early fall, if even then. What is clear is that the economy's momentum, which was quite strong in the first quarter, is indeed slowing down It is also clear that profit momentum for the year is going to be slow.
We may still have some bumpiness here for a while.