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.

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.

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 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 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.

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...

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...

The ability of Intel to come out and say a ‘no worse than expected’ story pleased the market. There are many other corporations in technology that are in that position so that if the slowdown...

The intermediate background look in terms of interest rates peaking and the economy slowing to a more sustainable pace without any undue harm is slowly going to play itself out. I would be very shocked...

The reflection of what Cisco says is an absolute reflection of the economy. If Cisco is giving this forward look beyond the first quarter, then the suspicion of a possibility for a second half upturn...

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...

I think we’re looking at nothing but good news on the earnings front. It will be more critical to see what guidance these companies give us toward the next six months to one year. Today’s...

We like stocks in oil and drilling. Energy does well in an inflationary period. So we want to have some exposure to energy,

The moves in media stocks are never earnings based.

When you have a major company like GE boosting its dividend and announcing a big buyback, that’s very positive for corporate America,

I don’t think the economy can really withstand the equity markets dropping down and giving back all of its gains ? that would really hamper consumer confidence. The one thing that has changed is psychology...

These companies’ businesses haven’t collapsed like tech companies’ did. But they’ve withered and they’re losing their reputations and their investor bases.

I think you walk away this week feeling much more secure than you began the week.

Greenspan’s commentary sure indicated there is more than one interest-rate hike to come, and that’s not what the market wanted to hear.

For the market to make a convincing case that we’ve ended the decline, it’s going to have to put together a few days in a row of advances or people are going to look upon...

The blue-chips just turned down. Regardless, the retailers were up but really not enough to carry the market.

We’re not at the beginning of a decline. We don’t believe you’re about to enter another horrendous down phase in the market measured by the Nasdaq. We think there are some tough times ahead over...