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Category: Financial sector

Q2 ’17 SP 500 Earnings Season Begins

July 23, 2017 Brian Gilmartin Leave a comment

In terms of the technicals, the Technology sector is way overbought. The Energy and Telco sectors are way oversold. There…

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Posted in: Financial sector, Financials, Technology, Weekly Earnings Update

Should We Be Worried about Technology and the Nasdaq Here ?

July 4, 2017 Brian Gilmartin Leave a comment

Lots of angst around the QQQ’s and the “head-and-shoulders” that looks to be in place (according to some technicians). The…

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Posted in: Apple (AAPL), Financial sector, Financials, QQQ, Technology

Financial Sector (Part II) – Buying Opportunity or Time to Underweight ?

May 31, 2017 Brian Gilmartin Leave a comment

As this blog post is being written on Wednesday afternoon, May 31 ’17, the Financial sector has given up all…

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Posted in: BAC, Berkshire Hathaway, Financial sector, Financials, GS, JPM

The Financial Sector (part I): Revenue Growth Averaged just 1.5% from Q1 ’13 to Q4 ’16

May 29, 2017 Brian Gilmartin Leave a comment

The Financial sector has traded quite punk since March 1, 2017, the day after President Trump’s address to the joint…

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Posted in: Financial sector, Financials

Will Tech and Financials Struggle Here?

April 23, 2017 Brian Gilmartin Leave a comment

95 of the Sp 500 companies have reported Q1 ’17 earnings as of Friday, April 21, ’17 per Thomson Reuters…

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Posted in: EEM, Emerging Market ETF's (EEM, Emerging Markets, Energy ETF's (XLE, Energy sector, Financial sector, Financials, MSFT, Oil Services Co's, Technology, VWO)

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Fundamentalis

  • 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
  • Market Breadth Perspective and Avoid Nike After the Guidedown

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