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Author: Brian Gilmartin

Non US and Rest of World – How Much Downside is Left ?

September 23, 2018 Brian Gilmartin Leave a comment

  The above chart is a weekly UUP chart, named as a “dollar bull” vehicle, for which the primary contract…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, International (Non-US), US Dollar, UUP

SP 500 Weekly Update: Investor Sentiment – by One Metric – is Still Horrid

September 22, 2018 Brian Gilmartin Leave a comment

The American Association of Individual Investors (AAII) puts out a weekly investor sentiment survey and this week the AAII investors…

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Posted in: stock market sentiment

Eyeballing the 10-year Treasury Yield – Back Near Tough Resistance

September 21, 2018 Brian Gilmartin Leave a comment

  The above chart was provided by Gary Morrow, a solid technician who writes with a few other guys at…

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Posted in: 10-year Treasury yield

Another Look at 2019 SP 500 Earnings

September 20, 2018 Brian Gilmartin Leave a comment

In last weekend’s post on SP 500 earnings, we looked at the weekly rate of change in the SP 500…

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Posted in: 2019 SP 500 earnings

Tracking 2019 SP 500 Earnings

September 15, 2018 Brian Gilmartin Leave a comment

Looking at all the data this past week, the metric that jumped out was the 15 basis point climb in…

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Posted in: 10-year Treasury yield, 2008 Financial Crisis, Weekly Earnings Update

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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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