Timothy Ghriskey
Timothy Ghriskey
cheaper companies guidance ibm tech
We want to be in cheaper tech stocks, and companies like IBM that haven't lowered guidance,
building calendars certainly clear coming fact favor highly historic market related seen since somewhat stock styles technology valued volatile wrong
We've seen a very volatile stock market since February. Different styles and sectors, like technology or financials, coming in and out of favor with no clear direction. There's nothing really wrong with techs. They are certainly somewhat highly valued by any historic measure, but probably not as highly valued as they were in February. We think, actually, come the fall, we could see a big tech rally, and that would probably be related to the fact that the IPO calendars are really building at the big underwriting firms, the big broker dealers.
beyond bond both initial issues morning number rally range remain stock stuck until
The CPI number this morning sparked a rally in both stock and bond markets, ... But beyond the initial reaction, I think we're going to remain stuck in this range until other issues get resolved.
beyond bond both initial issues morning number rally range remain stock stuck until
The CPI number this morning sparked a rally in both stock and bond markets. But beyond the initial reaction, I think we're going to remain stuck in this range until other issues get resolved.