There are definitely earnings fears creeping in the market,

The recent tech gains were supported by a wave of upward revisions to earnings forecasts. But for those shares to go further from here, investors need to know how they are going to perform next year.

Market sentiment is a bit negative now, but I'm a long- term bull when it comes to Japanese stocks. Getting away from zero rates will enable monetary policy to return to normal and shows the economy is finally back on track.

It's going to have to be the third-quarter earnings to save the market.

The creeping notion that additives are badditives.

Ultimately what these companies need to do, whether combined or alone, is fend off creeping market share from SAP, ... and it's probably easier for them to do that combined.