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Author: Brian Gilmartin

12.15.13: Interesting Reads from our Weekend Immersion

December 15, 2013 Brian Gilmartin Leave a comment

Every Saturday and Sunday morning, I crawl up in the corner table at my weekend breakfast joint and read the…

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Posted in: Bond Funds, Bond Market(s), Facebook (FB), FB, Municipal Bond market, TBF - inverse Treasury, Uncategorized, Weekend Link Fest

12.14.13: SP 500 Earnings Update: A Bet Against SP 500 Earnings in 2014, Will Be the Wrong Bet

December 14, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuter’s “This Week in Earnings”, the forward 4-quarter estimate for the SP 500 rose $0.03 this week to $117.84,…

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Posted in: CNBC, CSCO, Earnings, Earnings estimate revisions, Fed Model, Fwd 4-qtr growth rate (SP 500), interest rates, S&P 500, SP 500 forecast(s), Weekly Earnings Update

12.8.13: Others you Must Read

December 8, 2013 Brian Gilmartin Leave a comment

Why we love Ryan Detrick of Schaeffer’s Investment Research. What is typical for years following a year where SP 500…

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Posted in: CME, Financial sector, Financials, GS, JPM, SCHW, Weekend Link Fest, WFM

12.7.13: SP 500 Earnings Update: Growth Rate of Forward Estimate Highest Since Jan 20, 2012

December 7, 2013 Brian Gilmartin Leave a comment

It is the anniversary of Pearl Harbor today. Remember the WW II (and all) vets as many are leaving us…

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Posted in: JPM, SP 500 forecast(s), Weekly Earnings Update

12.2.13: Boeing (BA) – Tired Technically, But Still Cheap Fundamentally

December 2, 2013 Brian Gilmartin Leave a comment

  Boeing (BA) has been one of our big winners in 2013: after bottoming in the law $70’s last fall…

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Posted in: BA

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Fundamentalis

  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve

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