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Category: Weekend Link Fest

June 22, 2014: Weekend Linkfest: Inflation Data Getting A Lot Of Attention

June 22, 2014 Brian Gilmartin Leave a comment

Haven’t done one (Linkfest blog) in a while, and it hasn’t really been missed, so not sure why I’m spending…

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Posted in: AA, Basic Materials, Energy sector, FCX, The Fed, Uncategorized, Weekend Link Fest, X

5.25.16: Weekend Linkfest – Other Opinions You Must Read

May 25, 2014 Brian Gilmartin Leave a comment

Navy Admiral William McRaven, gives the commencement address at University of Texas, Austin. You must read it or listen to…

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Posted in: Weekend Link Fest

3.30.14: Linkfest and Discussion of q1 ’14 Markets

March 30, 2014 Brian Gilmartin Leave a comment

What we bought last week: we added to the Inverse Treasury TBF, and also added to Micron Technology (MU) in…

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Posted in: AA, Facebook (FB), FB, IBM, SCHW, TBF - inverse Treasury, Weekend Link Fest, WFM

3.23.14: Weekend Linkfest

March 23, 2014 Brian Gilmartin Leave a comment

Strange action in the markets last week, with Chairwoman Yellen being accused of a “gaffe” by some of the financial…

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Posted in: AMGN, Apple (AAPL), IBM, ISRG, Weekend Link Fest, X

3.16.14: Weekend Linkfest – Can we look Beyond Crimea, and China into Expiration Week ?

March 16, 2014 Brian Gilmartin Leave a comment

Every time I did into the SP 500 earnings data, I tend to come away thinking that the equity bull…

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Posted in: AA, Weekend Link Fest

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Fundamentalis

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  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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