The majority of earnings have been good, but there have been some misses and the market has reacted violently to them. This is a week that has put me on alert.
More Quotes from Brett Gallagher:
It's unlikely the market would get a boost from that kind of a result. This time we have such a good outcome priced in that I don't think we'll have a huge rally once this is over.Brett Gallagher
I think it's extremely important for U.S. investors to get this idea. It's slowly becoming more mainstream. As the world has become more global, it's more important to get best-in-class, and the only way you'll do that is to compare companies globally.
Brett Gallagher
Demand will keep energy tight. Any pullback I view as an opportunity to add to positions.
Brett Gallagher
Investors had to decide this (Monday) morning whether last week's rally was real or just a knee-jerk reaction to the previous week's losses.
Brett Gallagher
There's been very little investment in infrastructure at these companies over the past decade -- tech was sucking up all the capital, ... Demand is picking up and you have this big, new demand from China, which is pulling away supply that might otherwise have headed to the United States.
Brett Gallagher
I think the market is just biding its time, and we're going to have these back-and-forth days.
Brett Gallagher
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