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Insightful market commentary from a fresh perspective.
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How client’s fixed-income / bond money is invested today

June 9, 2012 Brian Gilmartin Leave a comment

With the large-cap equity market thought to be universally cheap today, and the Treasury market universally “overvalued” (the complete opposite…

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Posted in: Bond Funds

S&P 500 corporate earnings update / S&P 500 tests key support

June 4, 2012 Brian Gilmartin Leave a comment

The S&P 500 is sitting at critical technical support near its 200-day moving average, as well as the longer-term 50-week…

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Posted in: Earnings

A Tale of Two Retailers – the importance of cost advantage

May 29, 2012 Brian Gilmartin Leave a comment

With all due respect to Charles Dickens, the title couldn’t be helped when we contemplated the fates of both Wal-Mart…

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Posted in: BBY, Earnings, WMT

A decade (or more) of S&P 500 earnings

May 23, 2012 Brian Gilmartin Leave a comment

We prefer our blog posts short and sweet given the info overload inflicted on today’s average investor, so we’ll try…

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Posted in: Earnings, S&P 500

Costco reports Thursday morning before the bell

Brian Gilmartin Leave a comment

Costco, the warehouse club king, reports fiscal q3 earnings before the bell on Thursday, with analyst consensus expecting $0.87 in…

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Posted in: Earnings

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Fundamentalis

  • SP 500 Weekly Earnings Update: “Growth is Good” – SP 500 EPS Revisions Still Higher
  • SP 500 Weekly Earnings Update: How Has Q1 ’21 SP 500 EPS Growth Changed Since Jan 1 ’21 ?
  • Don’t Forget Emerging Markets / International For Your Portfolio
  • Style-Box Analysis: Watch the Rotation from Large-Cap to Small-Cap
  • Weekly Earnings Update: The 10-Year Treasury Yield Closes at 1.20% This Week

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