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7.5.13: Homebuilder Stocks – Correction Was Needed

July 5, 2013 Brian Gilmartin Leave a comment

        The two attached charts show both Lennar (LEN) and Toll Brothers (TOL), our two favorite homebuilders,…

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Posted in: LEN, TOL

Japan Beginning to Bounce – First Japan buy today since 1995

July 2, 2013 Brian Gilmartin Leave a comment

We are updating our Nikkei post from late May, ’13 on Japan, and showing the charts of the DXJ and the…

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Posted in: Japan and Nikkei, Uncategorized

6.29.13: SP 500 Earnings Update: 2nd Quarter, 2013 Earnings Growth Should be Decent at +5% – 7%, Led by Financials and Telco

June 30, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuter’s, “This Week in Earnings”, the “forward 4-quarter estimate” for the SP 500 earnings is now $113.14, down $0.16…

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Posted in: AMGN, Earnings, F, Fed Model, Financials, GLD, IBM, S&P 500, TBF - inverse Treasury

6.25.13: The Mixed Messages the Bond Markets are Sending

June 25, 2013 Brian Gilmartin Leave a comment

  Here are two bond market charts that look eerily similar, but should in fact be heading in opposite directions. Frankly,…

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Posted in: HYG, TLT

6.22.13: SP 500 Earnings Update: Can Earnings Growth Offset Rising Interest Rates and Fed Impact on Stock Market Valuation ?

June 23, 2013 Brian Gilmartin Leave a comment

Interesting Stat – look for a bounce in the SP 500 Interesting statistic out of Bespoke this weekend: we had…

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Posted in: AGG, Bond Funds, Bond Market(s), Earnings, HYG, interest rates, JNK, NKE, S&P 500, TBF - inverse Treasury, The Fed

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Fundamentalis

  • The 10-year Treasury Yield Break Above 4.35% is Worrisome
  • SP 500 Earnings Update and a Look at Costco Vs Walmart Revenue Estimates
  • SP 500 Earnings and an Oracle Earnings Preview
  • Ford, GM, US Steel vs SP 500: A Look at Annual Returns and Returns-On-Invested-Capital
  • Economic Growth is Good, Unless You Are a Bond Market

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