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Category: Crude oil / Energy

SP 500 “Upside Surprises” / Russell 2000 / Taper and Rising Crude Oil and EV supply

November 2, 2021 Brian Gilmartin Leave a comment

There are a lot of these charts floating around of the possible pending breakout of the Russell 2000 above the…

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Posted in: 2022, Crude oil / Energy, Electric vehicles (EV), Russell 2000

OPEC meeting, Saudi Aramco and the State of Commodities

June 20, 2018 Brian Gilmartin Leave a comment

Because of the diminished long-terms returns-on-invested-capital and the inability for many commodity companies to build what Mr. Buffett and Morningstar…

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Posted in: Commodities, Crude oil / Energy, Energy ETF's (XLE, Energy sector, Financial sector, Financials

Energy, Commodities and Emerging Markets

May 7, 2017 Brian Gilmartin Leave a comment

Having never owned the Emerging Markets (EM’s) in any form or fashion in the 1990’s and then staying out of…

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Posted in: Amazon, Apple (AAPL), Brazil (EWZ), Commodities, Copper (JJC), Crude oil / Energy, Currency, EEM, Emerging Market ETF's (EEM, Emerging Markets, Facebook (FB), Uncategorized, US Dollar, VWO)

Q4 ’16 Earnings Season: Updating the Sector Calls

January 29, 2017 Brian Gilmartin Leave a comment

Updating this article from the last week of December, 2016 and this article from early, 2017, here is an update…

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Posted in: Apple (AAPL), Basic Materials, Bespoke, CME, Commodities, Consumer Discretionary, Crude oil / Energy, Energy ETF's (XLE, Energy sector, Financials, GS, JPM, MSFT, SCHW, Technology

A Longer Look at Annual SP 500 Earnings Numbers, Paying Attention to 2017

September 8, 2016 Brian Gilmartin Leave a comment

Occasionally it helps to take a step back and look at the annual SP 500 earnings data: 2017: $134.26 –…

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Posted in: Crude oil / Energy, Earnings, Earnings estimate revisions, Energy ETF's (XLE, Energy sector, S&P 500, SP 500 forecast(s)

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