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Month: May 2012

Corporate earnings update as of May 20th – Here We Go Again (Again)

May 20, 2012 Brian Gilmartin Leave a comment

The headline is a somewhat of a play on something read over the weekend in one of the papers, where…

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Posted in: Earnings

Treasury yields near 60-year lows

May 18, 2012 Brian Gilmartin Leave a comment

Although the government bond market was dramatically different during the Great Depression (back then, I think the so-called government bonds…

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Posted in: Uncategorized

Treasuries, gold and silver and a stretched stock market

May 17, 2012 Brian Gilmartin Leave a comment

Bespoke notes today that AAII bullish sentiment has fallen to 25% and in an earlier post they put out this…

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Posted in: Uncategorized

Applied Materials (AMAT) reports tonight after the bell

Brian Gilmartin Leave a comment

One of the large-cap tech stalwarts from the 1990’s reports tonight after the bell and if we used the phrase…

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Posted in: Earnings

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Fundamentalis

  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)

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