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Category: Emerging Markets

2.15.15: Haven’t Done a Linkfest In A While

February 15, 2015 Brian Gilmartin Leave a comment

Josh Brown is hilarious: read the caption under the G20 picture. JB is a must-read every week. The best of…

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Posted in: EEM, Emerging Markets, US Dollar, UUP, Weekend Link Fest

2.22.14: Weekend Linkfest: Interesting Reading Over the Past Week

February 23, 2014 Brian Gilmartin Leave a comment

Home Depot reports Tuesday morning, Feb 25th. At 15(x) cash flow, we aren’t adding to the stock. Here is my…

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Posted in: Emerging Markets, Facebook (FB), FB, Home Depot (HD), IBM, MSFT, SCHW, Weekend Link Fest

2.16.14: Weekend Linkfest: SP 500 nears Mid-January All-Time-High of 1,850

February 16, 2014 Brian Gilmartin Leave a comment

There are zillions of opinions issued on the stock and bond markets each week, and many voices crying-out to be…

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Posted in: Coca-Cola (KO), EEM, Emerging Markets, HPQ, Weekend Link Fest, WMT

1.24.14: Emerging Markets Back Into Focus – Be Patient

January 24, 2014 Brian Gilmartin Leave a comment

  Here is our updated Emerging Markets ETF (EEM) chart that was originally posted on this blog here on June…

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Posted in: EEM, Emerging Markets

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Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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