112 ordspråk av Peter Green

Peter Green

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We're seeing some typical selling after a sharp run-up. People are buying the safe names, like Philip Morris (MO: Research, Estimates) and Coca-Cola (KO: Research, Estimates), and selling anything that seems suspicious.

You have gains in the more cyclical names versus selling in Citigroup and J.P. Morgan. You also have the Dow getting a lift from some positive short-term movement in the dollar.

Greenspan's comments are obviously a big turnaround from what he said last year. But the bond market is usually ahead of the Fed about interest rates, and it has priced in a rise.

There's some worry that the economic growth won't be as strong as had been hoped and that's taking stocks lower. It's the combination of GDP not growing as fast as had been hoped, and the Dow Transports, which is a leading economic indicator, falling as well.

It was a pleasant surprise, what happened with the jobs report. People were relieved -- the change in non-farm payrolls was the standout.

[I think] the market's going to lift a bit because we are so oversold. But there will be a decline going into Powell's speech, then, I think, it will rally during the speech.

Today is a rotational shift into high tech and away from defensive sectors, which includes aerospace and defense.

On the Dow, you have gains in the more cyclical names versus more selling in Citigroup. You also have the Dow getting a lift from some positive short-term movement in the dollar.

Lowe's was maybe a bit of a letdown this morning, and the other retailers and some of the homebuilding stocks are down. The Dow transportation average is also weak today, despite UAL's gains. There's really no new news today to push us too much in either direction. We've had a great run recently and a minor decline isn't so bad.

You've got the Dow transports crushed, gold is up, the insurers are down and the high techs are really tanking.

You have a lot of things going on. The Dow Transportation average is putting a real damper on things, and Maytag's warning is hurting retailers. Talk of a delay for any potential conflict, let alone 45 days, is not helping stocks as it just increases the uncertainty.

Right now it looks pretty benign, with people selling a little after the retail sales numbers. Long-term I'm bullish, but I'm getting concerned in the short-term as to what is going to sustain the psychology if the economy doesn't start to show more of a pick-up.

Of the earnings this week, I'll be looking at GE. They're so broad-based in their business that what they have to say is going to be important.

This is impressive, but the caveat is that this is the day after a holiday and not many people are in. You also have certain key sectors, like chips and the insurers, not participating. I think you need to see a few more days of this to determine whether today is a head fake or not.

The fact that people are selling stocks like eBay, Caterpillar, IBM and GE very quickly of late tells you that the upside [for the broader market] right now is limited.

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