Ryan Larson
Ryan Larson
everybody language looking near overboard pause screws suggest tight watch
One thing we need to watch is that he doesn't keep the screws on too tight and go overboard with these hikes. Everybody was looking for some language that would suggest a pause near these levels.
catalyst earnings forward guidance investors looking provide season
Earnings season didn't provide the kind of catalyst investors were looking for. Guidance going forward was very lackluster.
backing economy economy-and-economics factory finally inflation key news optimistic orders point positive
The key point is that they're finally really positive on the economy and really optimistic that this inflation is under check. What do you have backing that today? You have news that factory orders are strong.
broke herd
Once the S&P broke through that, it was kind of a herd mentality: One goes, they all go.
When we first started I was really excited.
buy catalyst until
There are still so many uncertainties with the Fed, with what's going on in Iran. Until those get resolved, where are we going to go? What's going to be the catalyst to buy this market?