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Author: Brian Gilmartin

What Impact Will the Property Tax Deduction Limitation Have on Wealthy Clients ?

March 9, 2019 Brian Gilmartin Leave a comment

One of my lingering concerns over the Tax Cuts & Jobs Act of 2017 (TCJA) was the capping of the…

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Posted in: SALT, Weekly Earnings Update

Dollar Worries for Emerging Markets Trade

March 8, 2019 Brian Gilmartin Leave a comment

Good chart from Gary Morrow at “This Week on Wall Street”.   On Invesco’s website it’s noted that the top…

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Posted in: Currency, US Dollar

Best Start to Year – For Stocks – Since Late ’80’s, Early ’90’s ?

March 3, 2019 Brian Gilmartin Leave a comment

CNBC was throwing all these headlines out on Friday, after the February ’19 month-end benchmark results were calculated and it…

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Posted in: 2019 SP 500 earnings

Will SP 500 Earnings Improve as We Move through 2019 ?

March 2, 2019 Brian Gilmartin Leave a comment

2016 was the last year  where we saw the kind of correction we had in the 4th quarter of 2018,…

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Posted in: Weekly Earnings Update

Bitcoin: Has a Future as a Medium of Exchange ?

February 27, 2019 Brian Gilmartin Leave a comment

It was interesting to hear Mr. Buffett’s take on Bitcoin in the extended CNBC interview with Becky Quick this week.…

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Posted in: Bitcoin

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Fundamentalis

  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing
  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.
  • JPMorgan, Citigroup Earnings Previews: Citi is The More Defensive Stock if Iran and Other Issues Linger in 2026
  • SP 500 Earnings: Financial Sector Looking at “Average” Quarter; A Quick Look at Goldman’s Numbers
  • Nike Earnings Summary: Continued Lack of Revenue Growth is Particularly Disheartening

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