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Category: TBF – inverse Treasury

9.28.13 SP 500 Earnings Update: The Sentiment Shifts in This Bull Market Remain its Most Compelling Trait

September 29, 2013 Brian Gilmartin Leave a comment

Reflection of the week: when they shovel dirt on top of me, (hopefully not anytime soon), I want to go…

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Posted in: AA, BAC, Bond Funds, Bond Market(s), bond proxy, CNBC, Earnings, FCX, Financial sector, Financials, HYD, HYG, IEF, interest rates, MUB, Municipal Bond market, S&P 500, TBF - inverse Treasury, TLT, X

8.15.13: SP 500 Earnings Update: Ignore Pundits, Forward SP 500 Growth Rate Continues Ascent

August 17, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, “This Week in Earnings”, the forward 4-quarter estimate for the SP 500 slipped $0.06 last week to $115.89,…

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Posted in: Earnings, S&P 500, TBF - inverse Treasury

8.3.13: SP 500 Earnings: Lapping Weakest 2012 Earnings Growth in Q3 ’13 / Municipal CEF’s Are Getting Stupid Cheap

August 3, 2013 Brian Gilmartin Leave a comment

Q3 ’12, earnings growth for the SP 500 was just 0.1%, the lowest year-over-year growth for the SP 500 since…

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Posted in: AA, Earnings, Facebook (FB), FB, FCX, IEF, interest rates, Japan and Nikkei, JNJ, TBF - inverse Treasury, TLT, X

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

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  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements
  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

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