Morning Stock Talk - Fed hiccup is just a break from upside inertia

Phil Silverman, managing partner at Kingsview Management, tells Andrew O'Day despite Fed-induced gyrations today, the market is poised to keep moving higher, because investors are afraid of missing out. "So many portfolio managers have underperformed this year. You're coming into the last quarter starting in about two weeks, and people need to play catch-up. So if this market running, they need to start piling in."

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Dow Jones' MarketWatch Morning Stock Talk discusses the big stock movers, economic data and investment trends with Wall Street's top analysts, strategists and traders. Hear about what's driving the stock market from those in the know..