Anybody who has all their money in one sector is making a big mistake,

It’s been a very surprising and volatile last couple of days. Today, speculation came back into the market. We seem to be jumping to a conclusion without an assessment.

The market likes this but it’s not going to create the impetus for another leg upwards right away.

I think it’s too late to be worried about where your tech stock is going to go from here. There are some opportunities out there and we are aware of the short-term problems in the...

I think this is the look the market is going to have this month, … There are valuation concerns, which was brought on by Cisco, the granddaddy of all valuation concerns. Money for now is...

Since the perception is that the market’s going to rally tomorrow, why not buy today.

I don’t think we’re going to buck the September trend, and I don’t think we’ll see a big sell-off. I think we’ll see some rallying through the next week, and then a small pullback after...

Global markets are the best investment at this point. The growth story developing globally is strong, the companies have better valuations, and the trend is doing well.

[In a broader sense,] the market is strong and getting stronger, … I’m looking for a rally to last until the first or second week of December before it dries up.

We’ve been stuck in an extremely narrow band for the last few weeks, and this could break us out.

Don’t expect 86 percent this year on the tech stocks, … I still say they’re the number one sector to weight or overweight in a portfolio, because they represent the greatest growth. Your companies at...

There are certainly negatives out there, … But the psychology has changed and the bad news isn’t having as big an effect on the broader market.

I think the week was excellent. The Fed, even though the reaction was delayed, reinvigorated the psychology of the market. It’s reinforcing the belief that these interest rate cuts will be the medicine for the...

I think it’s the pattern from pre-announcements to earnings ? these are two companies (Motorola, Yahoo!) that have beaten lowered expectations, beating pre-announcements. When you expand that to the Microsoft story, it makes it even...

For some reason, today we’re painting the whole picture with a broad brush and a few profit warnings are really damaging that landscape for the companies that are good (performers).

Anything goes this week. You had a great week last week and it shows there were buyers willing to come in just on the thought of stabilization.

I think there’s still more upside ahead into next week, and as we look at the market beyond near term, I think the surprising strength in the economy is going to help us in the...

It’s a consumer company that sells personal care items, … At 11 times earnings, I think it is too cheap to be ignored. I think it is a $15 stock.

The fourth quarter is going to be volatile and trying. I don’t think the market has fully discounted all the negatives in front of it, including the hurricanes’ impact on the economy, higher energy prices...

It’s important that OPEC comes to a conclusion to help with global supply but it may be too late for the summer season. High oil prices do not help the economy and it will still...

You would hope that the strong earnings would support the market and give it the ability to react positively. But I think the case for that has been diminished lately.

The payroll numbers were extraordinarily supportive for the economy. But counter to that, the report brings back the Fed and inflationary prospects, and that’s why you see just a modest up day.

I agree that this was a psychological boost because the Fed is freaked that the consumer is starting to back out, and they want to…try to make the Christmas season a little more palatable,

For that to happen, you need the stocks to drop 50 percent this year, … The picture in the telecom sector is not improving.

I believe the Asian markets are stabilizing and if you look at the Japanese market, I think the market has put in a bottom in Japan as well and that cannot hurt the U.S. market...

The market is clearly divided right now. Those who are looking at 2005 expectations think we can see moderate stock gains, those who are looking out at 2006 are more concerned.

It’s been all over the place today. Even though it’s not really rallying, it’s not selling off either.

The market has quickly forgotten yesterday’s good commentary from Mr. Greenspan and has focused on a quality-of-earnings issue. It’s almost like investors are looking for a reason to sell.

You can’t forget that there are geopolitical tensions in the world … and the market takes on risk.

There are no major positions being taken ahead of the Fed. I think people are just being very short-term oriented – you see a stock that has a good story and you invest. But you...

The barrage of economic data will be the one saving grace for the markets this week,

They bought a lot of branches from Fleet, when they merged with Fleet Boston, … I think you can look for 30 percent gains in that stock for the next two year.

The productivity numbers were very good,

A rebound in energy (prices) could be one of the excuses for a mid-December trading peak (in stocks).

The 10-year bond looks like it’s headed higher, so I think the feeling is starting to pervade Wall Street that economy’s fine and interest rates are heading higher. But the market has (also) been choppy...

I think we are just mired in interest-rate concerns until we get some clarity on rates.

There is a little bit of profit-taking and a little bit of nervousness as we go into Thursday’s GDP number, … The durable goods number was a little stronger than expected. That shows continued strength...

The cat’s out of the bag here with IBM. It’s going to affect more than IBM, because Y2K is a concern and it’s going to affect many different sectors of the market. And analysts have...

The market has created this wealth effect because there have been a lot of gains over the past two or three years, … That has provided the ability for consumers to increase spending on regular...

Trying to pick a trend in this market is impossible. Friday’s action was anemic, and today there’s anticipation of a stronger earnings season. Other than short-term traders, it’s hard to negotiate a market that is...

It will be interesting to see how quickly the market goes to worrying about what the Fed will do in August. We’ve just seen one month’s statistics showing the economy is slowing.

It’s nothing more than rotation. I think people on Wall Street can no longer walk and chew gum at the same time.

It’s a great business model that’s being developed here.

I would characterize this as a correction long in coming. We’re coming off of this tremendous run, plus you’ve got oil prices near all-time highs and the prospect of higher interest rates through the end...

The psychology is just not there for the economy to make any substantial move until we get through the Fed meeting. There’s really no selling pressure, it’s just tremendous volatility.

I don’t think the Fed looks at the equity market and makes decisions off the equity markets, but the equity markets are absolutely a reflection of wealth and consumer confidence, … That is what the...

I think there was some bargain hunting coming in on the back of good news.

There is a substantial group of investors who believe the stock market will start to anticipate an (economic) recovery. The more rate cuts we get, the more likely the recovery is — I’m looking at...

In the face of geopolitical tension and oil up almost 4% for the day, the market held up extremely well. Today could’ve been a nasty day, but everything still performed well. This was a decent...

There’s no (economic) stabilization yet, but it now brings the possibility of continued aggressive Fed moves. We’re four cuts deep into an interest rate cycle and we’re going to get a fifth. That’s going to...