Ned Riley
Ned Riley
delay kinds lost market mechanical prepared surprise worries
There are worries about mechanical failures, lost ballots, all kinds of things. But I think the market is prepared for a delay in the results. I don't think it will be as much of a surprise as it was in 2000.
attracting bargain catalyst cessation depressed problems rally selling stocks suggest tax truly whether
Whether the catalyst was the cessation of tax selling or just a rally from a truly depressed area, the Nasdaq is attracting some bargain hunting. I would suggest stocks were over discounting shorter-term problems that have already been announced.
activity corporate economy few next unless
We're going to see more of the same for the next few weeks, unless something comes in that indicates a pick-up in activity in the economy or on the corporate level,
april assert names people quarter tech
We're at the end of the quarter and people are consolidating a little bit. April could look better if we can see some tech names assert leadership.
avoiding gossip looking
We're back to looking at the fundamentals and, at least temporarily, avoiding gossip and rumors.
beginning demand earnings economy loan looking next people picked test
We're just beginning to see justification for the market's rise, with the earnings that have already come in. The next test comes tomorrow, with the banks. People will be looking to see if loan demand in the economy has picked up.
action bit bring insurance investors leaves levels others quick reflects role somebody sour stocks taken taste
We do have a little bit of a role reversal. The vulnerability is that (tech) stocks are priced at such levels that any disappointment leaves investors with a quick and sour taste in the mouth. Today's action reflects a little insurance being taken out that if somebody falters, it will bring the others down.
economy slowing tech
What we have now is an economy that's slowing down, ... I think we're going to see some cyclicality to tech earnings.
economy slowing tech
What we have now is an economy that's slowing down. I think we're going to see some cyclicality to tech earnings.
becoming commentary direct fed feeding interest last less low market negative neutral people talking
We're going to have more people talking about the Fed becoming less aggressive, which will be neutral or negative for the market because the market has been feeding off low interest rates. I don't think the Fed commentary is going to be as predictable and direct as the last meeting.
blows body couple taken
We've taken a couple of body blows and are still standing. And I think that's pretty encouraging.
casualty dismissed momentum mostly numbers pick profits quarter reverse war
The profits numbers will be mostly dismissed in the first quarter as a casualty of war. Now we'll see how much momentum we can pick up from the reverse of war negativity.
catalyst companies economy genuinely growth nine past quite recession seeing serious shift tech
There is a serious shift going from the growth companies in the old economy to growth companies in the new economy that have been quite tarnished over the past nine months. The tech recession was the catalyst and we are genuinely seeing a slowdown in old economy sectors.
buy buyers conviction investors names premium
There is a willingness on the part of investors to buy premium names in anticipation of a recovery, but I really think there isn't a lot of conviction on the part of buyers or sellers.