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Author: Brian Gilmartin

The 2008 Mortgage/Financial/Banking Crisis Changed Everything

November 24, 2018 Brian Gilmartin Leave a comment

Talking with my yoga instructor this week about the market – she does one-on-one yoga sessions with many CME traders…

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Posted in: 2008 Financial Crisis, Bond Market(s), HYG, stock market sentiment

SP 500 Earnings Update: Street Still Expecting 9% – 10% SP 500 Earnings Growth in 2019

November 23, 2018 Brian Gilmartin Leave a comment

With the 3rd quarter in the books for the most part, the 28% y/y earnings growth for the SP 500…

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Posted in: 2019 SP 500 earnings, Uncategorized

Style-Box Update: Value vs Growth

November 22, 2018 Brian Gilmartin Leave a comment

    The style-box update as of 11/16/18 is actually a little late: for some reason, the update wasn’t made…

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Posted in: Style analysis

Critical Week Ahead – Year-end Rally in Sight ?

November 18, 2018 Brian Gilmartin Leave a comment

This pattern was noted a couple of times in the last week on Twitter so I thought Callum Thomas’s chart…

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Posted in: Technical Analysis, Weekly Earnings Update

GE and Goldman Sachs Might Weigh On This Market

November 17, 2018 Brian Gilmartin Leave a comment

It’s not just the China trade talks, and the Fed’s interest rate hikes that are making investors nervous. Duplicating the…

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Posted in: GE, GS, Weekly Earnings Update

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Fundamentalis

  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown

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