John Davidson
John Davidson
green pop
When the pods went pop on the broom, green broom.
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We agree that technology is probably the greatest area of growth both in biotechnology and information technology, but I think people need to balance that to dampen the volatility, and one of the areas to look at is in the natural resources area.
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The payrolls report would typically be the week's big event, but I think people are having a hard time with the report, because forecasts are all over the place due to confusion about the impact of the hurricanes.
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With Vice President Cheney saying we need 38,000 more miles, in addition to repairing existing ones, that Key Energy group is a key player there,
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There are some worries about will the earnings this year support the 2-1/2 year highs that the indexes have recently reached, particularly in an environment where interest rates will be rising.
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What they say may have an impact tomorrow, but the dominant topic on investors' minds right now starts with an 'I' and it's not Intel. Both businesses and consumers are hesitant to make any moves until there's progress on Iraq.
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What's limiting us on the upside is the double-digit gains we saw in 2003. What limits us to the downside is that the economy continues to strengthen, although concerns about the job market persist.
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What we've seen has really been priced into the market. At this point we need to see evidence of rising spending on capital and businesses hiring employees.
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To get a real turnaround you need to have a turnaround in earnings. The jobless claims number today probably keeps (Fed Chairman Alan) Greenspan on task in terms of lowering rates.
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With thirty bob a week to keep a bride / He fell in love and married in his teens: / At thirty bob he stuck; but he knows it isn't luck: / He knows the seas are deeper than tureens.
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We've gone beyond the economics, the valuation, and we're trading on momentum and a lot of fear.
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Tomorrow is probably one of the more important economic release days. My guess is that as the market started moving up today, people do not want to be short going into those numbers.