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Category: GOOG

Reversal Day Today ? Let’s Go To The Charts…

January 21, 2016 Brian Gilmartin Leave a comment

The reversal in the Russell 2000 and biotech’s today was pretty significant since these groups have been leading us lower,…

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Posted in: Amazon, Biotech, GOOG, GOOGL, Kimble / Detrick, MSFT, Russell 2000

Thoughts on 2015 – A Few Surprises

December 25, 2015 Brian Gilmartin Leave a comment

Thanks for reading this blog this year.   Here is our bullish case for 2016, and here is the biggest…

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Posted in: Amazon, Crude oil / Energy, Energy sector, Facebook (FB), GOOG, GOOGL, Home Depot (HD), NKE, S&P 500

Growth vs Value: Continued Wide Disparity in 2015 Returns

December 1, 2015 Brian Gilmartin Leave a comment

Readers know that as a huge fan of Bespoke Research, I like to copy and paste some of their work…

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Posted in: Amazon, Facebook (FB), FB, GOOG, GOOGL, Growth v Value

Weekly Earnings Update: Performance Differential between Growth and Value Continues

July 25, 2015 Brian Gilmartin Leave a comment

The most striking aspect to the SP 500 since July 1 is the performance differential between “Growth” and “Value” within…

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Posted in: Amazon, Apple (AAPL), Basic Materials, Fwd 4-qtr growth rate (SP 500), GOOG, GOOGL, Growth v Value, IBM, MSFT, S&P 500, SP 500 Revenue Growth, Weekly Earnings Update

4.13.14: Has Character of Stock Market Changed, and More Links to Read

April 13, 2014 Brian Gilmartin Leave a comment

One element to watching the stock market every day is to get a feel for the pattern of the market,…

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Posted in: GE, GOOG, GOOGL, HYD, HYG, IBM, Municipal Bond market

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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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