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Insightful market commentary from a fresh perspective.
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Category: Emerging Markets

A Bigger Picture Look at Today’s Stock Market, From an Historical Perspective

September 5, 2016 Brian Gilmartin Leave a comment

Back in the Spring of 1980, when I was taking my first Money & Banking class, the Fed Funds rate…

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Posted in: Apple (AAPL), Commodities, Emerging Market ETF's (EEM, Emerging Markets, SP 500 Historical Framework, Technology, TNX, US Dollar

The Great Rotation and a LinkFest for Readers

June 6, 2016 Brian Gilmartin Leave a comment

What is it about the 2,100 level for the SP 500 ? From LPL’s Ryan Detrick’s twitter feed too. In…

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Posted in: Amazon, Apple (AAPL), EEM, Emerging Market ETF's (EEM, Emerging Markets, VWO)

SP 500 Earnings: Why the Energy Sector Remains the Key to This Market

April 9, 2016 Brian Gilmartin Leave a comment

The Weekly Earnings Update is already done, but this comment on the Energy sector takes precedence in my opinion in…

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Posted in: Bespoke, EEM, Emerging Market ETF's (EEM, Emerging Markets, Energy sector, IYE), Uncategorized, VWO), XOM

Evidence Grows Q1 ’16 Could be SP 500 Earnings Turning Point

March 23, 2016 Brian Gilmartin Leave a comment

Lowest Net Profit Margin Projected for S&P 500 since Q4 2012 The above link to Factset’s great discussion on SP…

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Posted in: Brazil (EWZ), Commodities, Copper (JJC), Emerging Market ETF's (EEM, Emerging Markets, Energy ETF's (XLE, Energy sector, US Dollar

Bigger Picture on SP 500 Earnings and the PIMCO Emerging Markets Call

March 3, 2016 Brian Gilmartin Leave a comment

With 95% of the SP 500 having reported Q4 ’15 earnings, for full-year 2015, SP 500 earnings growth is expected…

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

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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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