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Author: Brian Gilmartin

Indices / Mag 10 Stocks Still Below All-time-Highs

September 18, 2024 Brian Gilmartin Leave a comment

A week or two ago, a reader over on www.seekingalpha.com asked me what would turn me bearish or more negative…

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Posted in: intra-year decline chart

FedEx Earnings Preview: Ultimately, FedEx is a Margin and Free-Cash-Flow Story

September 16, 2024 Brian Gilmartin Leave a comment

Many articles have been written on FedEx (FDX) both on this blog and over on www.seekingalpha.com over the years. As…

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Posted in: FDX, FedEx (FDX)

SP 500 Earnings: IBM Tests it’s 2013 All-Time-High; FOMC Release Wednesday; FedEx Reports This Week

September 13, 2024 Brian Gilmartin Leave a comment

You have to pull up the monthly chart of IBM to see the series of all-time-highs put in place in…

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Posted in: FDX, FedEx (FDX), IBM, Weekly Earnings Update

2019 Bond Asset Class Returns in the Last “Normal” Easing Cycle

September 11, 2024 Brian Gilmartin Leave a comment

2019 was the last year investors saw what could be called “normal” easing cycle driven by macroeconomic growth concerns and…

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Posted in: 2019 Bond Asset Class Returns, 2019 Sector performance, Corporate High Yield, Corporate HighGrade Bonds, High-Yield Credit

August CPI, High-Yield Credit, and Back to the Yen Carry Trade

September 8, 2024 Brian Gilmartin Leave a comment

Here’s the coming week’s detail on US economic releases, per Briefing.com calendar: The August CPI report is due Wednesday, September…

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Posted in: Corporate High Yield, Corporate HighGrade Bonds, CPI / PPI, CPI Services ex-Shelter, Credit markets, Ed Yardeni, Yen

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