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Author: Brian Gilmartin

Short-term Treasury Yields Soar Pre-Fed

September 15, 2015 Brian Gilmartin Leave a comment

Rick Santelli, the heated and impassioned CNBC reporter who actually provides some good technical info from the floor of the…

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Posted in: FOMC meeting, Treasuries

A Brief, 25-year History of Fed Monetary Policy Changes

September 13, 2015 Brian Gilmartin Leave a comment

Having been in and around the investment business for many years, and witnessing more than a few interest rate cycles,…

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Posted in: FOMC meeting, Treasuries

SP 500 Earnings Update: Look beyond the FOMC Meeting This Week – Could the Debt Ceiling Be An Issue Again ?

September 12, 2015 Brian Gilmartin Leave a comment

All eyes are on the Fed this week, but I’ll be more interested in what comes after i.e. could we…

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Posted in: FDX, FOMC meeting, mu, NKE, ORCL, Weekly Earnings Update

Interesting SP 500 Pattern Noted, and Throwing Out Some Stats for Readers

September 7, 2015 Brian Gilmartin Leave a comment

Doing some navel-gazing on the charts this weekend, here was one interesting pattern noted within the SP 500 the last…

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Posted in: Weekend Link Fest

Weekly Earnings Update: SP 500’s Earnings Yield jumps to 6.43%, Highest since October ’14

September 5, 2015 Brian Gilmartin Leave a comment

By the Numbers: The forward 4-quarter estimate fell this week to $123.51 from last week’s $123.82. The P.E ratio fell…

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Posted in: Earnings, Fed Model, SP 500 Earnings Yield, Treasuries, Weekly Earnings Update

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Fundamentalis

  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th
  • SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report
  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance
  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout
  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated

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