People look for the summer rally, and people have always complained – well, what happened to the summer rally – not understanding that the summer rally started the day after Memorial Day. So we really...

You are not getting paid to hold cash anymore. I think if you look at it from that perspective you see an asset allocation switch going on, which is helping this rally.

You want to see the follow-on rally when you see an up day like (Monday) because that brings the bulls even further into the game.

The numbers look good, but it’s two quarters in a row that analysts are skeptical about how they’re reporting their numbers.

I do believe that the Fed is going to talk a little bit tough and say that it’s a little bit too soon to accept the fact that we’re seeing this slow economy to the...

You certainly want to see anything related to manufacturing start to turn up, but it’s not giving any indication of solidification,

They’re (investors) getting more confident in the economy yet I still say this is more of a psychological bottom put into effect, … There’s a good reason to believe that some profit-taking is in order...

I think this last quarter proves out that their business model works versus Gateway, versus Compaq, versus other PC box makers,

It’s surprising, but cyclical stocks should do better, … And when you look at cyclicality, you don’t look at current earnings.

Don’t buy your favorite stock until you see the earnings statement. It’s better to have the trend with you than guess at a bottom.

Liberty is a compelling opportunity to penetrate or consolidate Europe, Asia and South American cable markets, but since it trades in the U.S. and it is dollar denominated, the foreign benefits will be somewhat muted.

As long as we continue to see good earnings and the reaction to good earnings positive, then you will see Nasdaq as the sector of choice. The Dow is being weighted by this conflicting (economic)...

You’re getting a lot of positive sentiment in the market and a lot of rotational shifting toward growth. It doesn’t say that earnings are going to be better but it does lead one to believe...

You have the correct sectors continuing to lead, which are technology and financials. The Michigan numbers were good today, and oil prices are down,

There’s more of a defensive style coming into the market. People are going to look for the opportunity to be in the market during this (results) season and will look at more defensive investments until...

I think people are looking forward to the end of rate hikes and if there’s no dramatic change in the wording of the statement tomorrow, that could hurt the market.

It’s going to have to be the third-quarter earnings to save the market.

We’ve had so many weeks now of down that it’s kind of hard to believe we could have an up day or an up week for the market, but the technician in me is saying...

People have gotten into the belief that much of technology is cyclical now.

This story is a little bit surprising in terms of the players, not in terms of the deal.

The CPI will still have an influence on the Fed meeting, … You are in a bear market in technology stocks and you’ll have to accept that. You’re not going to get anything significant until...

As we get through the earnings in the next few weeks, we’ll see some positive surprises, which should help stabilize the market. And then, once we get past the election, I think we’re going to...

Based upon how we’ve seen retail stocks perform, any continued low (consumer confidence) number puts a crimp in the Christmas spending story.

I do believe it’s the weakening economy, where cyclical stocks can only gain strength on the anticipation of an economy solidifying, and any evidence of an economy slowing more than expected is not good news.

This is the expected outcome. We have run up to this. I wouldn’t be surprised to see some profit taking.

Your first set of pre-announcements are usually your most dramatic and affect the market the most. The last set of pre-announcements have less of an effect upon the market because it is more built-in than...

The idea is that interest rates will affect the old-economy companies more, because they are more interest rate sensitive. You will probably have less of an effect on technology stocks, and there is a lot...

The Nasdaq broke its support levels last week because of IBM, Cisco, and Computer Associates. The S&P was weighed down by its tech exposure. Another key story next week is whether the Dow follows the...

On the earnings front, it’s kind of mundane news, … but the restructuring seems more aggressive than had been thought, and that’s good for the stock.

You do have some impetus today but there’s little conviction and little volume. I didn’t see any specific reason behind the rally – people may be just trying to outguess the outcome (of the Fed...

I think it’s just more of the same. The Nasdaq is quickly approaching 5,000 and it’s hard to divert money back to traditional stocks when the opportunities are so phenomenal in the new world economy.

There’s still some overhang from the accounting worries out there.

What you are seeing is the likelihood that interest rates will not go higher next week, making it easier to give these big cap growth stocks high valuations.

We don’t have a predominance of negative news, day-to-day, in terms of economic events.

This is just a continued consolidation in the industry on a global basis. You’re seeing Credit Suisse take a bigger stake in the research end of things — it’s good for Credit Suisse because it...

Right now, it’s a search for names, just like it was in the Internet sector, where you started with the big-cap ones and then you went to the smaller- cap ones,

I’m neutral on the market here, as I believe stocks will be caught in a range as investors try to figure out the story of inflation and economic growth going forward.

There’s a lot of pre-Fed buying. There’s this insane belief that the Fed’s going to move more than a half-point and that’s what’s powering the Dow, because you have a lot of cyclicality in that...

It’s a very tough environment for technology. There’s no positive guidance in technology. PC stocks remain under pressure and Hewlett-Packard is a good example of that.

I think next week it will be important to see two things: solid numbers out of growth companies and seeing still a steady stream of economic numbers showing the required slowing of the economy with...

The situation is very tenuous on the equipment side and any slowdown in demand in the equipment side of the equation, when you are priced to perfection, means these companies are still very expensive,

A lot hinges on the numbers. If they’re good, the market rallies. If we get any suspicious numbers, or more accounting-related stories coming into the fray, we’re looking at lower prices again. It’s a time...

If we get any guidance that the Fed would be guiding toward a neutral stance, that could be a (positive) impetus, … The economy is slowing but not recessing and the Fed will be there...

The market is going to remain on the defensive and start to look at this developing technology story. To technology, that story is very important. It filters throughout the whole chain of PC sales to...

Even though it’s a tough environment for travel related stocks, the catalyst for American Express is going to be the ruling against Visa and MasterCard. It’s a very significant positive.

This is a continuation of last week’s decline and it’s picking up in intensity. There is little rotation as we see the commodity complexes taking a huge hit. It looks worse than it actually is,...

[Analysts said the recent action was mostly driven by traders rather than long-term investors but they say it’s just a matter of time before investors return to the buying fray.] I think the investors are...

There was worry that something stronger would keep the Fed going. There is a bit of concern with a bit of wage inflation, which corroborates yesterday’s poor productivity numbers.

The markets are really going to be determined by what the Fed has to say. We’ll be looking for more definitive talk from the Federal government and (Alan) Greenspan to get some indication of what...

What I like about today is that all of the main S&P sectors are higher, which shows broad strength for the market. And the consumer confidence number suggests optimism about the start of 2005.