Ned Riley
Ned Riley
coming demand fund good market money mutual
It's surprisingly quiet, which is a good thing after Friday's rally. If you look at the mutual fund inflows, there's money coming into the market and demand is still strong.
bulk evolution expose funny portfolio relatively technology unknown watch
It's funny to watch the evolution of an index that was relatively unknown for its first 15 years. If you really want to expose your portfolio to leading-edge technology companies, the Nasdaq has the bulk of those stocks.
chaos saying
There's an old saying that out of chaos comes opportunity.
awakening corrected emotional eventually excesses fortunes investor irrational last level market notion perception quick ran reach reality reinforce street sudden thinking total wall year
It was a year of awakening for the new investor on Wall Street and it was a very quick and sudden reversal of fortunes for many. We ran the emotional gamut from total irrational thinking and perception to reality and capitulation. Last year's market did reinforce the notion that abuses and excesses are eventually corrected and eventually reach a level of overreaction -- and that's how the year ended.
maybe room
For all we know, the surveys are not accurate, and maybe there is no room for contention.
kicked last market massive positive program seems trading
It seems like there was massive indifference on the part of buyers, ... There were positive macro developments, but the market didn't react, and then program trading kicked in during the last hour.
consumer continues economy investors slight start stocks tech turn
As we start the new year, we could see tech get a slight boost, but then I think investors will turn to consumer stocks as the economy continues to recover.
commentary companies negative prepared second warn
Be prepared for a continuation of negative commentary by companies as they warn about the second quarter.
enron hearings help
The Enron hearings aren't going to help a lot.
attract investors portfolio purely tech
The Dow is still going to attract because investors still want to diversify away from a purely tech portfolio and find value.
anxious apple companies ibm people portray relatively sound tech
Fundamentally, I think that many of the reports, from companies like Intel, Apple and IBM do portray a relatively sound tech environment. But people are anxious right now generally.
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The Fed is still maintaining its supportive stance. They are not going to raise rates until the economy begins to generate more jobs.
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Some of the negativity is lessening, but we've got to take small steps before we run as far as this type of investor is concerned. The retail investor is not usually the leader of the pack. This is not a group that's going to be waving the green flag in front of the bull and saying 'Let's go!'.
bottom clearly dashed fed hiatus hopes january line
The bottom line is clearly the Fed has dashed the hopes of a hiatus after this January increase.