Our look for the rest of the year is we’re going to rally and worry. We’re going to rally and worry some more. And we’re going to rally again. I think the concern or the...

HP was surprisingly strong and that should boost the PCs tomorrow, but AMAT may cut into the semis.

Since I filed an extension and probably will be late getting it, I will probably just go spend it. Nothing special, I would just say probably some jewelry for my spouse.

Overall the earnings seem to be coming in a little better than expected, but the news has been the lackluster going-forward look in high-profile names in tech and finance.

All eyes will be turned to the Fed. The market will be driven in and around the Fed meeting ? it could be a sell on the story because 50 basis points (a half-percentage point)...

The productivity number is key toward determining whether the economy can show some stabilization. We’ve seen weakening numbers, which hasn’t helped, but there is no inflation story to talk about here.

Either you believe the markets or so don’t believe the markets. There’s no in-between here. The bulls are very vigorous and the bears are very vigorous.

This number is very startling. It is the preliminary, so it is subject to fairly substantive revision. These numbers may translate into earnings risk, but may also dissuade an aggressive Federal Reserve. The chain deflator...

We may need a little bit more of a washout here to get that summer rally,

They’ll (Cisco) express write-off concerns but I think we’re looking at very similar stories like the other ones ? things are not improving greatly but we have better visibility. And I think the market is...

The price of oil and the weaker euro is absolutely having an impact, … This is a market searching for a reason to go higher but this is a core root economic problem that could...

We’re all going to be looking for the employment rate and looking for that corroboration of this economy slowing, but the picture is ultimately confusing, … You’ve got earnings slowing to the point where it’s...

I think that puts a little bit of pressure on the market.

Energy prices, which were lower, have turned up. I think we quickly came to the reality that a less-than-expected outcome from Hurricane Rita doesn’t take away from the worse-than-expected outcome from Katrina.

We have to respect what she has to say.

I don’t know where the bottom is going to be, but I am getting more optimistic as each day goes by that we are approaching something.

A lot of the gains are due to the earnings story.

Profit taking will be key words today (Thursday) and over the next couple of weeks, … The Fed’s rate cut yesterday bodes well for the longer term but near term it is an excuse to...

With an expected quarter percent rise, the commentary seems a little more hawkish than expected.

It doesn’t really determine that this year is going to be a down year. What it really indicates is the confusion over whether we’re in a growth economy or not.

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...