It just so happened that we had a number of big-name, negative reports come in to start things off, and it just went from there. Turns out that wasn’t indicative of where things are. Earnings...

I don’t think Main Street cares. But it would improve the mood on Wall Street. Little things like this matter in improving sentiment.

There are a lot of bargains out there in large-cap growth stocks.

The only piece of data that one can point to (for the market’s decline) is the PPI report. The headline number looked a little scary.

This, in my mind, increases the chances of another rate hike in March. They have not declared the war on inflation to be over. Inflation is the key indicator to watch right now.

The consensus is looking for 13 percent earnings growth in Q4, which is a pretty high hurdle.

There are a lot of good things going on for equities … corporations are full of cash right now.

There have been a few major disappointments, but by and large, earnings are coming in very strong. More than two-thirds of companies are reporting higher than expected. It’s looking like we’re have the 15th straight...

Overall, it’s a benign report. It looks pretty good for the economy, and it looks pretty good for the outlook for markets.

People are feeling better about the economy and job prospects. Things are really looking pretty good.

Practically in every quarter lately, we’ve had this feeling that we’re at the peak, this is it, no more growth. That’s why you see a lot of volatility but, ultimately, the Dow or the other...

The market has focused on disappointing earnings or disappointing guidance about future earnings of just a handful of companies. When there’s any hint that we’re at the peak of earnings growth, the market gets pummeled.

I don’t think the market is doing that badly, but the market has bad news if it wants it. The PPI report seems to have signaled that producer price inflation is on the rise, there’s...

Earnings are definitely a positive factor but the market is still trying to sort out a lot of conflicting news.

It looks like yet again we’re going to get a quarter with higher-than-expected earnings. Earnings guidance has been positive, and that always helps.

I think you’re seeing the market raising its estimates on economic growth, but that also may mean higher rates. So we’re still digesting what all this means, and the result so far is a flat-to-lower...

The Fed has said they’re going to be data dependent. A lot is going to depend on what the world looks like at their June meeting. And June is a long ways off, so I...

But it’s going to hurt consumer-staple companies.