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Category: Bond Market(s)

9.21.13: SP 500 Earnings Update: 2014 Estimated Earnings Growth Getting Interesting

September 22, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuter’s “This Week in Earnings”, the forward 4-quarter estimate for the SP 500 rose $0.17 last week to $115.88…

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Posted in: Bond Market(s), Earnings, FDX, HPQ, MUB, Municipal Bond market

8.9.13: SP 500 Earnings: Forward Estimate Growth Rate Continues to Trek Higher

August 11, 2013 Brian Gilmartin Leave a comment

Q2 ’13 earnings are thought to officially conclude this week, with WalMart’s fiscal q2 ’14 financial results due out before the…

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Posted in: AA, Bond Funds, Bond Market(s), Earnings, FCX, Financials, GLD, IEF, ISRG, MSFT, TLT, Uncategorized, VZ, WMT, X

8.6.13: Opportunity in Municipal Closed-end Funds (CEF’s)

August 6, 2013 Brian Gilmartin Leave a comment

Here are two charts of municipal bond closed-end funds (CEF’s) that we’ve been buying the last two weeks, buying first…

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Posted in: Bond Funds, Bond Market(s), MEN, MUB, Municipal Bond market, NUV

8.1.13: July ’13 Jobs Report Due Friday, 8.2: Treasury Complex at Multi-Year Critical Levels

August 1, 2013 Brian Gilmartin Leave a comment

On top, is the weekly chart of the 10-year Treasury yield, (not price) bumping its head against key resistance in the…

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Posted in: Bond Funds, Bond Market(s), CAT, Financials, interest rates, TBF - inverse Treasury, TLT

7.27.13: SP 500 Earnings: The Growth Rate of the Forward Estimate Continues to be Key Tell

July 28, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” estimate for the SP 500 slipped a little this week to $116.14, from $116.74 last…

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Posted in: AA, AGG, Bond Funds, Bond Market(s), Earnings, Facebook (FB), FB, Financials, INTC, Japan and Nikkei, S&P 500, SCHW, TBF - inverse Treasury, Uncategorized

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Fundamentalis

  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
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  • 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
  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High

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