Timothy Ghriskey
Timothy Ghriskey
continues fed goes inflation influence oil
Oil continues to be a big influence on the market, and the Fed is as well. As inflation goes, so goes the Fed.
barrel crude drag falls light oil parts price rally sets sweet various
Light sweet crude is over $45 a barrel now, and that's a big drag on various parts of the economy. I think at some point, the price of oil falls and that sets off a rally in the market.
feed market rally reluctant shows
It was a very reluctant rally but it shows how much the market can feed on itself.
depends earnings far internal investment performance toughest
The brokerage earnings are by far the toughest to predict, because so much depends on how their internal investment performance was.
allied brings concern force gives leadership major management marriage strong synergy
I think it's a marriage made in heaven, ... First of all, it gives Allied leadership for the future. Honeywell brings with it some strong management and that was a concern to AlliedSignal shareholders. There are cost-cutting and synergy opportunities. This is going to be a major force going forward.
buyers left maybe money starting
Maybe there aren't a lot of sellers left and buyers are starting to put money into the market,
beyond lift relief seen slight
I think we've seen a slight relief rally, but I don't see what there is out there that's going to lift us beyond that.
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.
economic either rally reports rest strengthen today undermine volume week
I like the rally today and the volume is good, but we still have a lot of economic reports to get through the rest of the week that could either undermine it or strengthen it.
broad good key likely rest share shows sting taken takes
I thought Dell had good numbers, and it likely shows that they have taken share in a lot of key areas. While that's good for Dell, I don't think it takes the sting out of HP's news. I don't think it has broad implications for the rest of tech.
consumers investor last picked retail saving seen
If the retail investor has picked up, as you've seen in January, that's a positive, in that you want consumers to be saving more and investing. But you never want to be the last one in and too often that's the case.
coming continue earnings economic estimates fourth increase longer reports seeing selling start strong support
Earnings have been coming in by-and-large at better-than-expected levels. But a lot of that has been priced in, and so you're seeing some selling on the news. But the profit-taking is short-term. Longer term, we should continue to see strong economic reports that support the rally, and we should start to see analysts' estimates increase for the fourth quarter.
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.
ford friday motor news type warned
Ford Motor warned Friday and that type of news is pressuring stocks,