Marshall Acuff ( 10 of 10 )
The issue with technology is, it's -- by definition -- change. You can't just go to sleep and say I'm read more
The issue with technology is, it's -- by definition -- change. You can't just go to sleep and say I'm going to forget it for 20 years.
The market is on inflation watch.
The market is on inflation watch.
The market continues to be uncertain about the underlying leadership after many years of being used to the big-cap stocks read more
The market continues to be uncertain about the underlying leadership after many years of being used to the big-cap stocks leading. We're also somewhat nervous about the earnings.
You are seeing a broadening out of the market that we had not seen going from the 9,000 to 10,000 read more
You are seeing a broadening out of the market that we had not seen going from the 9,000 to 10,000 mark. This is a much more egalitarian market and that's a healthy development. It suggests a more sustainable market over time.
This market is on a roll. As long as we have an environment of slow growth, low inflation, low interest read more
This market is on a roll. As long as we have an environment of slow growth, low inflation, low interest rates, the market's going to go higher.
The reality is that as we enter the new year, the big caps continue to dominate the market as they read more
The reality is that as we enter the new year, the big caps continue to dominate the market as they have for almost two years now.
It feels uncomfortable. It is uneasy. We're not used to this situation in the market. But, after all, this is read more
It feels uncomfortable. It is uneasy. We're not used to this situation in the market. But, after all, this is the much-awaited correction that many people have been looking for in recent years.
There is life outside the high-tech.
There is life outside the high-tech.
Now reality is beginning to sink in -- that Asia is basically a long-term workout. I really don't see much read more
Now reality is beginning to sink in -- that Asia is basically a long-term workout. I really don't see much relief from Asia for quite a while. I think we'll get tired of hearing about Asia before the year is over, but it's really earnings that's key. It's growth that's really the issue.
It's not clear that the Fed is going to move in June. Perhaps, the Fed moves late summer/early fall, if read more
It's not clear that the Fed is going to move in June. Perhaps, the Fed moves late summer/early fall, if even then. What is clear is that the economy's momentum, which was quite strong in the first quarter, is indeed slowing down It is also clear that profit momentum for the year is going to be slow.
