Michael Panzner
Michael Panzner
earnings high higher hints leave market morning moved price reality reflect room seem sexier
Lucent this morning hints at the possibility that you may see other disappointing earnings in the sexier names. The reality is that expectations seem pretty high and the price of the market as a whole has moved higher to reflect that. It doesn't leave a lot of room for disappointment.
acting ask bond continuing economy equity group instead investors likely months rebound serve sign slowing smoking sounds stance
Bond investors are discounting a slowing economy in the months ahead. Equity investors see a rebound ahead, and that instead of acting as a brake on the economy, the Fed's continuing hawkish stance is likely to serve as a sign that all is well, ... If you ask me, it sounds like at least one group of investors has been smoking something.
asians bring collapsing dollar fed funds helpful interest point raise rates response
He said at some point Asians will bring funds home, which wasn't very helpful ... One response may be the Fed having to raise interest rates to keep the dollar from collapsing as a result.
boon brief corporate economic environment increasing laws lower market might months negative news offer operating poor prices profits rates seen shares stock unlikely
Sure, lower rates might offer another brief respite in an environment that has seen increasing dollops of profit-warnings and negative economic news recently, but when that is all said and done, a poor operating environment is unlikely to be a boon for corporate profits -- or U.S. shares prices -- in the months ahead, ... The New Laws of the Stock Market Jungle.
partly related session trading
You always get a little first trading session euphoria, which is partly psychological and partly technically related to inflows.
demand either estate investors moved optimistic primary seeing strong
This suggests one of two things: either investors are unduly optimistic about the sector, or more ominously, perhaps, the homebuilders are seeing strong demand from non-traditional buyers, ... In other words, real estate speculators have moved into the market, replacing owner-occupiers as the primary end-buyers.