“The market is going to sort of tread water until we hear the results of the (Fed) meeting and what the Fed has to say about their decision. Thats the 500-pound gorilla of events next week.”
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“Well see what impact, if anything, the hurricane had on them, and it may be a harbinger.”
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“Well see if Goldman can keep that string going.”
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“They will probably have to make some estimations.”
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“Normally, you buy back a lot of stock when you dont think theres any reason to invest in your own company, ... Parsons hasnt ruled out Icahns suggestions, but its clear he wants his flexibility.”
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“Things are stabilizing but there is still not a change that would suggest a major new spending cycle in tech.”
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“It doesnt take a lot of money moving into these stocks to move them higher. But valuations will put a cap on how far things will go.”
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“The evidence of gathering economic strength is becoming increasingly difficult to ignore.”
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“Clearly the far more important factor for tech is the relative strength of the economy. It trumps the dollar situation. But if the dollar improves, it does take the bloom off the rose for some of the sales numbers that companies have reported.”
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“Rate hikes dont have to mean the death knell for tech spending. Fundamentals are still strong.”
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I did wonder what happened when we died, though, and Id wondered about it for most of my life. Thinking that nothing happened, that there was absolutely nothing following all of this pain, seemed just as silly as magic. No, there had to be something.
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The conversations of men had always been muddy rivers, the surfaces roiling a reflection of whats buried, but the bottom some mysterious thing that would always be hidden.
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Most of us knew things that we didnt even want to confess to ourselves, so we took those secrets with us like condoms, stuffed in wallets, that would never be used.
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