The most important read this week is the first look at GDP growth in the second quarter, … A number of companies, including GE recently, have talked about April and May being tough, but conditions...

What we’ll be focused on in early January will be more reports on how the holiday season went for retailers.

There’s nothing wrong with [having a portfolio heavily weighted towards] technology, … These are the great growth companies of tomorrow. Yes, they’re heavily concentrated in the Russell and the Nasdaq, but it’s not just those...

The prospect of nearing the September lows is propping up the market. Certainly the news was bad last night, but the market action over the last several days has been more positive.

If (these warnings don’t) wake up people that we’re in preannouncement season and the preannouncements are going to be bad, I don’t know what will,

We had a correction, partly because the market had this huge run and everyone was looking for a correction, and partly in response to the weak February payrolls number. We had a bounce off that...

Everyone knows growth slowed in the third quarter, and so for a company like GM to miss is not surprising, considering that it’s so reflective of the economy and impacted by oil prices.

The benign inflation data and the belief that the Fed may be closer to the end than had previously been thought has helped the market this week.

The pall of interest rates continues to hang over the market.

Yet again we’re seeing relative strength in the technology sector and we’ve really seen this for about a week. Big Tech is leading the market and that’s a good sign for that sector.

We really think we’re seeing a bottoming in the market, … We think the issues really have been dealt with that caused the real collapse of the market. We think we’re in a bottoming process...

We saw crude reverse from the morning, and the market rises. The price of crude oil has such an impact across the economy, and you see that reflected in the market.

is now is in play.

The long-term trend of the market is upward, but it’s not surprising that we had a pullback for a few sessions.

Jeff wants to be more upfront with investors.

Earnings have been coming in by-and-large at better-than-expected levels. But a lot of that has been priced in, and so you’re seeing some selling on the news. But the profit-taking is short-term. Longer term, we...

The fear that’s out there is forward looking, with people worrying about inflation and what the Federal Reserve might do in the months ahead. So the numbers next week won’t help, although we do get...

I think any time OPEC meets it has an impact, although OPEC doesn’t have the same effect on the stock market it once did,

We’re seeing a pullback really just from yesterday.

It obviously still dominates the software space, and we think it’s going to be a good Christmas in the PC sector, both for the consumer and for business,

That part of their business was very strong in the previously reported quarter, and that’s why the stock is rebounding,

The two issues regarding rates that have been in front of the markets for weeks have been ‘when will rates rise, and by how much?,’

Maybe there aren’t a lot of sellers left and buyers are starting to put money into the market,

There is still strong underlying demand for financial securities. That, combined with the strength of the economy could carry us to year-end.

CPI is certainly the big economic report of next week. The Fed’s beige book and some of the manufacturing numbers will be looked at as well.

We’re seeing a little selling today, but I think it’s important to remember that we just hit an 18-month high on the Dow, and so we’re going to see a little pullback short-term.

the investment banks and economists may come out and lower second-half gross domestic product growth forecasts.

The company he envisions is small enough to avoid antitrust issues, but big enough to be a real player, … I’d buy stock in that kind of company.

There was strong economic data this morning, which sent bond yields higher.

It was a very reluctant rally but it shows how much the market can feed on itself.

If you look at today, you’ve got to say yesterday was a sucker’s rally,

Volume is very light, and the news flow is generally light as well. After Labor Day, I think we’re going to see volume pick up, and my gut says we’re going to see higher stock...

Almost the whole group now is in play,

Overall, the issue for the market right now is oil. Today it seems to be about the events in Nigeria, but with oil it’s been just one issue after another lately.

We’ve had some very good earnings. Certainly the sell-off we’ve had in the last week or so has provided an opportunity for buyers to come back into the market.

I like the rally today and the volume is good, but we still have a lot of economic reports to get through the rest of the week that could either undermine it or strengthen it.

Gorman coming over changes the whole landscape. It’s a fresh slate.

But the language in the Fed comments and in Greenspan’s speeches of late has been pointing to rate hikes becoming more aggressive, … The word ‘measured’ is going to be dropped soon, maybe at this...

Oil is certainly dominating the market right now. Yesterday, crude moved above $60 but then pulled back by the close. Today you didn’t see that.

The question is when does the economy recover and to what extent does it recover?

I think we can see the market continue to move up through the summer, but it’s going to depend on the earnings and the economic news. We should begin to see some evidence of an...

We’ve seen a very volatile stock market since February. Different styles and sectors, like technology or financials, coming in and out of favor with no clear direction. There’s nothing really wrong with techs. They are...

It seems to us that this rally is primarily short-covering, rather than something fundamental. The sense is that tech doesn’t have much room to go lower.

The [sharp rise in] futures this morning reflected strong earnings, and we do think earnings are strong and the economy is strong, … It is a possible that if earnings keep coming in strong that...

The little bear-market rally we saw earlier and yesterday just ran out of buyers.

These earnings really give analysts confidence that this company and the industry and the metal are well on the road to recovery and the outlook remains strong.

We’re into a bit of the summer doldrums. There have been a lot of positive earnings surprises, but the anticipation of that has lifted markets for months, with little proof that the economy is improving...

I think early January should live up to its reputation as a pretty good time of year for stocks.

The waters remain very muddy in terms of the economy, … Friday’s payrolls report made the case that the economy still has some life to it, but it’s not clear yet whether the slowdown in...

It’s not causing a sell-off like it has in the past, but it does make it unlikely the market can move a lot higher.