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Category: Emerging Markets

Emerging Markets and Developed Markets (Ex-US): Setting Up for an Attractive Entry Point ?

August 11, 2018 Brian Gilmartin Leave a comment

One of the classic scenes from BraveHeart was when Mel Gibson, playing William Wallace, was standing in the field facing…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, US Dollar

Emerging Markets – What Now ?

June 1, 2018 Brian Gilmartin Leave a comment

The Emerging Markets ended a 10-year bear market in Q1 ’16, as the EEM (iShares MSCI ETF) peaked in the…

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Posted in: Brazil (EWZ), China Yuan devaluation, EEM, Emerging Market ETF's (EEM, Emerging Markets

What is Worrisome about this Stock Market, and Where Readers Might Find Value

November 5, 2017 Brian Gilmartin Leave a comment

Two items read this week, were a little worrisome: 1.) Liz Ann Sonders, Schwab’s great strategist, posted this to Twitter…

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Posted in: Bespoke, Biotech, Biotech sector / earnings, CME, EEM, Emerging Market ETF's (EEM, Emerging Markets, GS, Horan Capital, JPM, QQQ, SeeitMarket, stock market sentiment, Technology

Dollar Is Very Stretched

August 3, 2017 Brian Gilmartin Leave a comment

Good chart from Chris Kimble’s technical analysis service. The sustained dollar weakness has been one of the surprises to 2017.…

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Posted in: 10-year Treasury yield, EEM, Emerging Market ETF's (EEM, Emerging Markets, VWO)

A longer Look at SP 500 Earnings

May 26, 2017 Brian Gilmartin Leave a comment

2019 est: +10% 2018 est: +12% 2017 est: +11% 2016: +1% 2015: -1% 2014: +8% 2013: +6% 2012 +6% 2011:+15%…

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Posted in: 2017, 2017 Fiscal Policy, Brazil (EWZ), EEM, Emerging Market ETF's (EEM, Emerging Markets, Energy ETF's (XLE, Energy sector, VWO)

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Fundamentalis

  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
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  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

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