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Insightful market commentary from a fresh perspective.
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Dodd-Frank and its Impact on Big Bank Revenue

November 20, 2016 Brian Gilmartin Leave a comment

The Financial sector started to rally about a month before the Presidential election, with the results of the November 8th…

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Posted in: Financial sector, Financials

All Eyes on 2017 Earnings Now

November 19, 2016 Brian Gilmartin Leave a comment

Readers will kept abreast of sector changes and such over the next 6 weeks of the quarter, but really all…

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Posted in: Apple (AAPL), MSFT, SP 500 Revenue Growth, TBF - inverse Treasury, TLT, Treasuries, Weekly Earnings Update

Stay With The Energy Sector

November 16, 2016 Brian Gilmartin Leave a comment

Today’s EIA Energy data (see bullet points just below) should have sent the sector skidding lower, but it didn’t. (Cut-and-pasted…

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Posted in: Energy ETF's (XLE, Energy sector

Can the US Bond Market see a Decade of Flat to Negative Returns as the SP 500 did in the 2000’s ?

November 13, 2016 Brian Gilmartin Leave a comment

Jeff Gundlach, the “new” media-appointed Bond King in the last year, (and Jeff has made some good calls) who runs…

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Posted in: Bond Funds, Bond Market Liquidity, Bond Market(s), MUB, Municipal Bond market, Municipal High Yield, TBF - inverse Treasury, TLT, Treasuries

Q4 ’16 Earnings Now Less Important – Next 12 Months Could be more About P/E Expansion

November 12, 2016 Brian Gilmartin Leave a comment

Per Thomson Reuters, with 455 of the SP 500 having already reported their Q3 ’16 financial results, SP 500 earnings…

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Posted in: Biotech, Biotech sector / earnings, PE expansion / contraction, Weekly Earnings Update, WMT

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Fundamentalis

  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week
  • International Equity Annual Returns: Non-Correlated to the US Returns and Don’t Forget Japan
  • Annual Fixed Income Returns: Emerging Markets Lead, Muni’s Lag

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