Ram Kolluri
Ram Kolluri
earnings market
Really, in the market today, the most significant mover is the earnings. If earnings do well, the market will do well, if not, then the market won't.
given market regardless riches seems
We've been given this embarrassment of riches where the market seems to want to go up every day, regardless of the news.
beginning camp early economic market saying seems
We're off to the races, and the market seems to be saying that we're going to see an economic recovery. I'm in the camp that we're beginning to see early indications of an economic recovery.
baby bear classic extreme feeling hearing interested investors levels lining market panic retail sales saying silver throw
We are experiencing these extreme levels of fear, with investors saying that they are not interested in hearing any positives, like the retail sales this morning, and that they want to throw the baby out with the bathwater. The silver lining is that this kind of panic is historically the classic feeling when a bear market is at its bottom.
dramatic expect headline looking market rally return strong supported total track
We're looking at the headline news, but the market is being supported by the girders of the economy, a basic, strong foundation, ... I don't expect a dramatic rally from here, but we are very much on track for a high-single-digit, low-double-digit total return for the year.
market
I don't really see anything substantial that could derail this market right now.
bear lull market month rather trend
I do think this is a lull in the market rather than a new bear trend. One month does not a trend make.
market needs selling
It's not the end of the run. The market needs a breather, and that's what the selling is about.
best economy ignore market picking report services stock tale wants worst
It's like (Dickens') 'A Tale of Two Cities,' 'it was the best of times, it was the worst of times,' ... If you get away from the stock noise, the economy is recovering, manufacturing is picking up, you've got the services report this morning. But the market just wants to ignore this information.
beat companies continue earnings economy estimates happy market picks seeing start unless
The market has been happy with the first-quarter results, but why? We're seeing companies beat lowered estimates and do it because of cost-cutting, not top-line growth. Unless the earnings start to improve, the economy picks up, this market is going to continue to be too richly valued.
almost bit excuse looking market money nearly sell
Short-term, the market is looking for an excuse to sell off. Year-to-date, you've got the Nasdaq up almost 46 percent, the Dow up nearly 20 percent, the S&P 500 up 22 percent, and there's a bit of a 'take the money and run' sentiment.
america balance catching cloud corporate earnings focused games people playing realized table
We're reeling. Everything is up on the table and we are going to be under this cloud for a while. For a long time, people have been so focused on earnings that corporate America realized that they can get away with playing games with the balance sheet, and now it's catching up with them.
both certain challenge chance point resolved sides unless
Unless there is a dramatic, clear-cut winner, which at this point is not statistically likely, there is little chance of this being resolved right away. I think both sides are automatically primed to challenge certain results.
basically buying corporate earnings indication individual investors picking sideways spending trading until
Basically we're trading sideways until there's an indication of corporate spending and of earnings picking up. Institutional investors are buying and selling, but the individual investor is still on the sidelines.