Timothy Ghriskey
Timothy Ghriskey
biggest certainly concern consumer economy gas kept pump
I'd say the biggest concern right now is certainly oil. The gas pump is squeezing the consumer and the consumer is what has kept the economy going.
belief benign closer data fed helped inflation market
The benign inflation data and the belief that the Fed may be closer to the end than had previously been thought has helped the market this week.
both christmas consumer dominates good obviously pc software
It obviously still dominates the software space, and we think it's going to be a good Christmas in the PC sector, both for the consumer and for business,
costs cyclical debt high risk takes taking wrong
This is a very cyclical business. If an acquirer takes on debt to do this, there is high risk in that. They could be taking on a lot of debt and restructuring costs just at the wrong time.
primarily rally rather room seems tech
It seems to us that this rally is primarily short-covering, rather than something fundamental. The sense is that tech doesn't have much room to go lower.
august bonds certainly helped market money moving oil recent retreating stocks support
Oil was down a lot on the day and that certainly helped the market to support recent gains. There's also money moving from bonds to stocks here, with bonds retreating after the August run.
beginning lowering negative oil percent tone
Oil up two percent and Wal-Mart lowering expectations set a negative tone pretty much from the beginning of the day.
arabia attack financial meeting oil remains unsettling worries
Oil still remains the big uncertainty out there for the market. I think the attack in Saudi Arabia and worries about Friday's OPEC meeting are unsettling financial markets.
arabia attack financial meeting oil remains unsettling worries
Oil still remains the big uncertainty out there for the market, ... I think the attack in Saudi Arabia and worries about Friday's OPEC meeting are unsettling financial markets.
false flag green true wave
Is this a true rally, or a false start? ... Nobody's going to wave a green flag when there's a bottom.
attention captured dire few issues last market trading weeks
The issues that have captured investors' attention over the last few weeks have cooled down, but they're still there. We don't think the market is in a dire situation, but we don't think we're in anything other than a trading range.
dramatic interest rates rise sent
There's been this dramatic rise in interest rates recently, and it's sent a shiver through the market.
carry combined demand economy financial strength strong underlying
There is still strong underlying demand for financial securities. That, combined with the strength of the economy could carry us to year-end.
front issues markets rates regarding weeks
The two issues regarding rates that have been in front of the markets for weeks have been 'when will rates rise, and by how much?,'