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Insightful market commentary from a fresh perspective.
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Dollar Worries for Emerging Markets Trade

March 8, 2019 Brian Gilmartin Leave a comment

Good chart from Gary Morrow at “This Week on Wall Street”.   On Invesco’s website it’s noted that the top…

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Posted in: Currency, US Dollar

Best Start to Year – For Stocks – Since Late ’80’s, Early ’90’s ?

March 3, 2019 Brian Gilmartin Leave a comment

CNBC was throwing all these headlines out on Friday, after the February ’19 month-end benchmark results were calculated and it…

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Posted in: 2019 SP 500 earnings

Will SP 500 Earnings Improve as We Move through 2019 ?

March 2, 2019 Brian Gilmartin Leave a comment

2016 was the last year  where we saw the kind of correction we had in the 4th quarter of 2018,…

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Posted in: Weekly Earnings Update

Bitcoin: Has a Future as a Medium of Exchange ?

February 27, 2019 Brian Gilmartin Leave a comment

It was interesting to hear Mr. Buffett’s take on Bitcoin in the extended CNBC interview with Becky Quick this week.…

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Posted in: Bitcoin

SP 500 EPS Estimate Revisions: What is it About the First Quarter in Terms of Earnings Weakness ?

February 24, 2019 Brian Gilmartin Leave a comment

When this blog post was written about a month ago, the SP 500 EPS estimate revision data was exhibiting the…

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Posted in: SP 500 estimate revision data

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Fundamentalis

  • Alphabet Earnings Preview: Google’s Very Own Version of Creative Destruction
  • IBM Earnings Preview: Cash-Flow Multiples are Much More Reasonable
  • Schwab Expense Discipline Drove the Beat for the Quarter – Fair Value Now $135 per Share
  • International and Emerging Markets Starting to Percolate: 10 and 15 yr Annual Returns Still Modest
  • SP 500 Earnings: Financials Start Q2 ’25 Earnings With a Bang; Expect Another Solid Quarter for SP 500 Earnings

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