Ned Riley
Ned Riley
bit brighter help people picture retail sales short
I think we'll probably get a brighter picture on retail sales for Christmas, which could (inspire) people a little bit and help the short term.
camp easier fed joining longer money people period provide willing
People are joining the camp of easier money for a longer period of time. The Fed should be willing to provide any and all support.
attach earnings eventually good peaceful people relative stocks strategy using
People have been using a rotational strategy -- but eventually you'll have a peaceful coexistence between the two because the 'old economy' stocks will have very good relative earnings that people can attach to,
basis challenge commentary governors guarded market people percentage point reduction
Some of the governors are going to challenge another 50 basis point (half a percentage point) reduction that many people would like. I think they'll be guarded in their commentary and that may be one of the catalysts for the market to correct.
business companies demand earnings half people second
I think people are anxiously awaiting the earnings reports, and what these companies have to say about demand for their business in the second half of the year.
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.
category damage elevated katrina people
Unfortunately, people feel very passionately that with Rita, we may see the same kind of damage and destruction that Katrina brought, particularly with it now elevated to a category 5.
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.
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.
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.
comfort far forward hopefully incident last people steps took week weekend
We took two steps forward last week and only 1 step back so far this week. So there is some comfort in that. Hopefully we'll get through this weekend without incident and that should give people some reassurance.
complete correction fishing lows mode people tech today
Today we're in the bottom- fishing mode and there are a lot of people who think the tech correction is complete and we've established our lows for this cycle.
companies earnings few group groups growing growth hot people percent rate relative selling somewhere strange terms
These companies are actually growing, ... The whole group is growing somewhere between 10 and 13 percent relative earnings growth and the price-earnings ratios are about 13 to 14 times. It's one of the few groups out there that are actually selling at their growth rate in terms of price-earnings ratio. And, right now, it's strange -- people don't like the group. It isn't a hot group.
actual commentary cycle earnings exhaustion focus looking people point regards results road selling tech trying upside worst
The worst point of the tech cycle is probably upon us now, but the actual results and the commentary on earnings are no surprise. There's a selling exhaustion in regards to tech stocks. People are trying to focus on the road ahead. Looking forward; there is a lot of upside potential.