Tim Heekin
Tim Heekin
bonds came finally funds high hold profits recent taking test
Bonds finally showed a little reversal. We put in a high on the long-terms and then dipped off of that. I think the big bond funds came in and started taking profits after the recent run. The real test will be if we can hold these levels.
bonds coming fixed funds income money pension seeing shifting weeks
What started this two weeks ago was the big pension funds and other institutions coming in, seeing that bonds were getting over-valued and shifting money out of fixed income and into equities.
badly bond flew looking money people performed performer sector tech worst
The tech sector as a whole has performed so badly this year; the Nasdaq has been the worst performer year-to-date. I think a lot of money flew into the 10-year bond during the conventions, during the Olympics, and now people are looking to put their money into the beaten-down sectors, like tech.
betting bond dark equity horse income market money movement people sell starting truly worth
This movement in the bond market is amazing, truly unprecedented. People are starting to sell fixed-income and put that money into stocks. Equity is starting to look like this undervalued dark horse worth betting on.
bond drivers good main oil prices today
The main drivers today are that oil prices and bond prices are up, and that's not good for equities.
correction lower seeing
I think we probably need to take it even lower before the correction that we've been seeing is done.
beginning buyers earnings good higher news rally ran time
I think the rally just ran out of gas. You're right at the beginning of the earnings reporting, and all the good news is priced in, and buyers are getting a little tired. I think it's time for a little pullback. After we see a little consolidation, then we can go higher again.
continue continuing fall few next oil prices pull stocks
I think even if oil prices continue to fall for the next few days, we're probably going to see stocks continuing to pull back.
clarity interest looking oil people prices terms
People are looking for more clarity in terms of Iraq, interest rates, oil prices and the dollar.
exception last seeing seven six
I think this is a continuation of what we've been seeing for the last six or seven weeks, with the exception of last week,
comments moderate move
You'll see a moderate move off of Greenspan's comments tomorrow. But at this point, it's pretty well anticipated by the market.
comments moderate move
You'll see a moderate move off of Greenspan's comments tomorrow, ... But at this point, it's pretty well anticipated by the market.
confused continue people today walked whether
I think people walked in confused today as to whether we are going to continue this uptrend through year-end or back off.
good healthy jump looking partly path people percent remains resistance trends
There are good trends everywhere. Some people are looking for a 5 percent to 10 percent correction, partly because they think it's healthy and partly because they want a pullback so they can jump back in. But the path of least resistance remains up.