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Category: US Dollar

Tax reform and the Border Tax – A Quick Primer on SP 500 Earnings Impact

February 9, 2017 Brian Gilmartin Leave a comment

One of the risks with the time it takes to push through what might be the biggest change to the…

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Posted in: 2017, 2017 Fiscal Policy, Treasuries, US Dollar

Happy Thanksgiving – Major Indices at All-Time-Highs This Week – Reason to Sell ?

November 24, 2016 Brian Gilmartin Leave a comment

This Is Not Bearish The above link is from a guy by the name of Michael Batnick, the research director…

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Posted in: CNBC, interest rates, Macro trade, Treasuries, US Dollar

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

SP 500 Weekly Earnings Update: Does Brexit Change the SP 500 Earnings Calculus ?

June 25, 2016 Brian Gilmartin Leave a comment

With just one week left in the 2nd quarter, 2016, basically all 500 of the SP 500 components have now…

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Posted in: Commodities, Currency, Energy ETF's (XLE, Energy sector, Treasuries, US Dollar, WMT

SP 500 Earnings Update: No Question, Better SP 500 Earnings Growth Lies Ahead

June 4, 2016 Brian Gilmartin Leave a comment

Every Friday night, I print out Thomson’s earnings reports, Factset’s data and Bespoke’s Weekly Letter and crawl up at my…

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Posted in: Apple (AAPL), Basic Materials, Brazil (EWZ), Commodities, Crude oil / Energy, Energy ETF's (XLE, Energy sector, Factset, Factset earnings data, Thomson Reuters TWIE, US Dollar, Weekly Earnings Update

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Fundamentalis

  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • 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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