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Insightful market commentary from a fresh perspective.
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Best Buy – the RIMM of retail

May 21, 2012 Brian Gilmartin Leave a comment

When Best Buy reports earnings before the bell on Tuesday morning, there may not be a whole lot of folks…

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Posted in: Earnings

Corporate earnings update as of May 20th – Here We Go Again (Again)

May 20, 2012 Brian Gilmartin Leave a comment

The headline is a somewhat of a play on something read over the weekend in one of the papers, where…

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Posted in: Earnings

Treasury yields near 60-year lows

May 18, 2012 Brian Gilmartin Leave a comment

Although the government bond market was dramatically different during the Great Depression (back then, I think the so-called government bonds…

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Posted in: Uncategorized

Treasuries, gold and silver and a stretched stock market

May 17, 2012 Brian Gilmartin Leave a comment

Bespoke notes today that AAII bullish sentiment has fallen to 25% and in an earlier post they put out this…

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Posted in: Uncategorized

Applied Materials (AMAT) reports tonight after the bell

Brian Gilmartin Leave a comment

One of the large-cap tech stalwarts from the 1990’s reports tonight after the bell and if we used the phrase…

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Posted in: Earnings

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Fundamentalis

  • SP 500 Earnings: Revisions Becoming Less Negative (?) / Megacap Week / Top 10 Holdings
  • SP 500 Earnings: Weakness Expected Through Mid-2023
  • SP 500 Earnings: Don’t Ignore What’s Happening with 2H ’23 Quarterly Estimates
  • Part I: Big Banks and other Financials Report this Coming Friday, January 13
  • 4th Quarter SP 500 Earnings / Guidance: Is There Any Reason for CEO’s to be Optimistic ?

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