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Author: Brian Gilmartin

6.18.13: The Cacophony Around the Fed

June 18, 2013 Brian Gilmartin Leave a comment

Unless you live in a cave, or fail to turn on CNBC (despite your love for the markets), you are…

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Posted in: interest rates, MCO, The Fed

6.15.13: SP 500 Earnings Update – Do Earnings Matter and Stay with Financials

June 16, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 rose a smidge this week, to $113.32, from last…

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Posted in: CAT, CME, DE, Earnings, GS, JPM, S&P 500, SCHW, TBF - inverse Treasury

6.13.13: SP 500 Going Much Higher (Over Time)

June 13, 2013 Brian Gilmartin Leave a comment

We still struggle with getting our graphs right, but this chart / graph courtesy of Norm Conley of JA Glynn…

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Posted in: S&P 500

6.11.13: Emerging Markets (EEM) Chart

June 11, 2013 Brian Gilmartin Leave a comment

  The chart of the EEM is getting a lot of chatter on Wall Street. Emerging market economies tend to…

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Posted in: EEM

6.8.13 SP 500 Earnings Update: 5% SP 500 Earnings Growth the Norm Right Now – It Will Get Better

June 9, 2013 Brian Gilmartin Leave a comment

The “forward 4-quarter earnings estimate” for the SP 500 slipped to $113.22 last week, from $113.38 the week prior, as…

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Posted in: Bond Funds, Bond Market(s), CME, Earnings, Facebook (FB), FB, MRK, PFE, S&P 500

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Fundamentalis

  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing
  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.
  • JPMorgan, Citigroup Earnings Previews: Citi is The More Defensive Stock if Iran and Other Issues Linger in 2026

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