I think it’s emotional, because all the news out today is already known.

The market gets extremely concerned on (long-term) interest rates when they get above 6 percent.

In terms of wanting to go global, in terms of the weakening dollar, I think you can place a play on Japan here. Japan’s had a big drop in the last month-and-a-half of almost 12...

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

After last week’s great run, the market is directionless, … We’re somewhat hostage until we get more proof that the economy is slowing.

It’s the companies that came through the quarter without any problems that are the ones reacting well and they’re not as cyclical as some of the others.

Today is the next to last day of the quarter and window dressing gets more aggressive.

You will have to pay him on every can of paint, every carpet, every everything that goes into your house, … He’s betting on the next economic upswing again, and that’s why Berkshire Hathaway has...

This market is just one decent story away from destroying the bears. I can just feel the short-sellers getting ready to push the buy button if the market gets through these key levels.

a big tug of war between the bulls and the bears…and the bears keep on selling on the strength.

If the Fed believes there are inflationary concerns about the strength of the economy, they will act. They will continue to do what they need to do to slow the economy down. It’s going to...

Is it a slow-growth economy?

We’re supported by a rebounding economy after a weaker fourth quarter, and recently lower oil prices. But that’s countered by concerns about slower earnings growth and higher inflation.

The market is just reeling from all the impediments ahead of it. There doesn’t seem to be any meaningful reaction to any news on the earnings front or meetings that company’s are offering to tell...

We don’t look for a (rate hike) next week, but possibly one in August.

The market remains concerned with the progress of the earnings beyond the second quarter.

This is a market that is assuming everything is going to get better. There’s been too much commentary by the chairmen of these companies that these problems are inventory but everything is based on a...

The election is really undecided, and I think that keeps the market locked in a range right now. Day to day this week, I think people need to watch the price of energy and see...

[Of those that have reported results so far, most of the news has been upbeat. However,] the market is looking ahead, … It’s looking to the second half of the year and to 2006, and...

Today, the catalyst in technology was the report that PC sales in the second quarter slowed. The PC sector feeds into the semiconductor sector, which feeds into other parts of technology.

They’re down around 15 to 20 percent from their highs. You’ve got an opportunity to buy some of these bank stocks at decent values here.

The inflation story has been the ongoing story for the markets since the Fed raised rates at the September meeting.

This is a market that goes down on sentiment and goes up on excessive fear, … There was excessive fear and a deflationary picture. Markets will rally on excessive fear and it seems to be...

The economy is still strong, earnings will be good, and that bodes well for the stock market,

The market is exhibiting the typical end-of-year patterns of low volume, lackluster trading and little volatility.

If the GDP gets revised downward, it’s a negative for the markets. If it stays anywhere within the expected range, it gives credence to that the fourth quarter was some economic trough.

Traders are dominating this market when investors are just waiting for these pre-releases to really reveal what these companies look like. We’re just waiting for the first signs of a turn and there’s little optimism...

Retail sales numbers were stronger than expected, and that shows that consumer are still spending, and I think that is weighing on the market today and it should. But it’s not weighing on the Nasdaq,...

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.