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Author: Brian Gilmartin

4.13.14: Has Character of Stock Market Changed, and More Links to Read

April 13, 2014 Brian Gilmartin Leave a comment

One element to watching the stock market every day is to get a feel for the pattern of the market,…

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Posted in: GE, GOOG, GOOGL, HYD, HYG, IBM, Municipal Bond market

4.12.14: SP 500 Earnings Update: Q2 ’14 Earnings Looking Better

Brian Gilmartin Leave a comment

Per Thomson Reuter’s This Week in Earnings, the “forward 4-quarter” estimate for the SP 500 rose last week to $123.04,…

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Posted in: AA, Financials, Sector Earnings Growth Estimates, Weekly Earnings Update

4.10.14: The Punishing and Unrelenting Bid in the Treasury Market

April 10, 2014 Brian Gilmartin Leave a comment

Last Friday morning, April 4th, 2014, when I saw the 194,000 and then the 32,000 upward revisions in the payroll…

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Posted in: Bond Market(s), HYG, interest rates, Municipal Bond market, TBF - inverse Treasury, Uncategorized

4.8.14: Alcoa reports tonight after closing bell

April 8, 2014 Brian Gilmartin Leave a comment

Alcoa (AA), the iconic aluminum smelter, reports their q1 ’14 financial results after the bell tonight. No longer the Dow…

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Posted in: AA

4.6.14: Interesting Reads from Other Bloggers

April 6, 2014 Brian Gilmartin Leave a comment

In 2011, the SP 500 earnings grew 15% year-over-year, but the SP 500 corrected 20% from the spring through early…

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Posted in: AA, AGG, AMGN, Biotech, Financial sector, JPM, MRK, PFE, WFC

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Fundamentalis

  • Oracle Reports Tonight: Chart Has Improved, but Free-Cash-Flow is Still Grim
  • SP 500 Earnings: Expected 2027 SP 500 EPS Growth Might Make For a Tougher Year
  • International Investing: International Outperformance vs SP 500 is Healthy, and it’s Still Early
  • Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock
  • 10-Year Treasury Yield Chart and What 2027 Energy Sector Estimates are Saying

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