Michelle Clayman
Michelle Clayman
Michelle R. Clayman is chief investment officer of New Amsterdam Partners, LLC, a firm she founded in 1986. New Amsterdam Partners offers large cap and mid cap investment strategies to institutional investors. Clayman sits on the Boards of the Society of Quantitative Analysts, and The Institute for Quantitative Research. She is a frequent commentator for CNBC, Bloomberg, and other financial media. A graduate of Stanford University's Graduate School of Business, Clayman is the first woman to receive the School's Excellence...
earnings feeling interest market might people rates tech worries
Earnings have been pretty astonishing, but the market hasn't always responded to that. I think people are feeling better about tech earnings in particular, but we still have worries about interest rates and what that might do to the recovery.
direction moving oil remarkably
Oil is remarkably high, but at least it's moving in the right direction.
economic news
The economic news isn't great, but it's not awful, so that helps.
bottom drift people start
Things have been so gloomy, (but) now many people sense the bottom is here and we'll start to drift upward.
certainly cuts earnings good half kick looking people rate second
People are looking for a pretty good earnings pick-up in the second half of the year. The rate cuts are certainly going to kick in.
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Economic data has shown us that we're not out of the woods just yet. We suspect that April too will be weak. ... What we need is a clear sign of economic activity picking up and companies willing to spend.
aided bounce economic market miserable news seeing surprising three
The market has been miserable of late, so it's not surprising that we're seeing a little bounce now, aided by the three economic reports. The economic news isn't great, but it's not awful, so that helps.
begin bound companies few guess market narrow next range report september tends trading weeks
September tends to be the take-a-breather month, historically. I would guess the market over the next few weeks will be bound to a narrow trading range as companies begin to report earnings.
ahead early gotten last performance stocks themselves tremendous year
A lot of the Nasdaq stocks had a tremendous performance last year and may have gotten ahead of themselves in the early part of this year.
confidence fed light numbers recent surprise
GDP numbers could surprise a little to the upside, and that may be why the Fed said what it did. Confidence numbers could also be surprising, in light of recent reports.
air bit coming flight internet safety trusted
This is more air coming out of the Internet bubble, coupled with a bit of a flight to safety into the old trusted stocks.
bad bullish clearly microsoft news people selling
You've clearly got some selling on the news, ... Microsoft wasn't bad at all, but it wasn't as bullish as some people were hoping.
bad bullish clearly microsoft news people selling
You've clearly got some selling on the news. Microsoft wasn't bad at all, but it wasn't as bullish as some people were hoping.
aggressive comments fed near positive raising rates saying suggest
Greenspan's comments suggest the Fed won't be aggressive in raising rates in the near term, which is a positive for markets, but he's not saying anything that surprising,