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Month: June 2012

Trading update – part II

June 28, 2012 Brian Gilmartin Leave a comment

SCOTUS rules on ObamaCare within the next hour or two. We are only long pharma, and some AMGN. Google needs…

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Posted in: AA, BA, F, GOOG, Healthcare Reform, MCD

Trading update

June 27, 2012 Brian Gilmartin Leave a comment

Didnt like our blog post yesterday. Hate talking politics these days in any forum. However, politics is economics (and vice…

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Posted in: BBY, Bond Funds, CHK, Currency, DE, Earnings, ECA, FB, WMT

2q 2012 almost in the books – should we dig a hole and hide ?

June 26, 2012 Brian Gilmartin Leave a comment

The headlines are unrelenting negative: 1.) Europe and the fear of a Lehman-type moment as worries over bank runs captivate…

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Posted in: Eurozone Crisis, Fiscal Cliff, Healthcare Reform

S&P 500 corporate earnings update – in the dead zone in terms of earnings

June 19, 2012 Brian Gilmartin Leave a comment

For the remainder of the quarter, things will be likely quiet in terms of corporate earnings. Fed-Ex and Walgreen’s reported…

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Posted in: BBY, Earnings, FDX, NKE, S&P 500

Wal-mart – nearing a 12-year breakout ?

June 9, 2012 Brian Gilmartin Leave a comment

  Our chart of the week is Wal-mart, since it is within $2 of ending a 12-year consolidation, between the low…

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Posted in: Earnings, WMT

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  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
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