Nobody knows when the Fed is going to quit raising rates. Once the market feels comfortable with that question, we will see it move one way or another.

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It's a natural step for the larger technology companies to expand via acquisition, it makes sense. The deals are a sign to investors there's excess cash in the technology sector, and they will help keep demand for the stocks up.

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The economy's not a runaway train but it's not in danger of rolling over. When you see stable growth for the economy and a lower unemployment rate, you wonder, 'how much further does the Fed have to go?

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