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Eyeballing the 10-year Treasury Yield – Back Near Tough Resistance

September 21, 2018 Brian Gilmartin Leave a comment

  The above chart was provided by Gary Morrow, a solid technician who writes with a few other guys at…

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Posted in: 10-year Treasury yield

Another Look at 2019 SP 500 Earnings

September 20, 2018 Brian Gilmartin Leave a comment

In last weekend’s post on SP 500 earnings, we looked at the weekly rate of change in the SP 500…

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Posted in: 2019 SP 500 earnings

Tracking 2019 SP 500 Earnings

September 15, 2018 Brian Gilmartin Leave a comment

Looking at all the data this past week, the metric that jumped out was the 15 basis point climb in…

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Posted in: 10-year Treasury yield, 2008 Financial Crisis, Weekly Earnings Update

SP 500 Earnings Update and One Reflection on September, 2008

September 8, 2018 Brian Gilmartin Leave a comment

With next weekend being the anniversary of the Lehman bankruptcy, this coming week the financial media will likely be flooded…

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Posted in: 2008 Financial Crisis, ORCL, Weekly Earnings Update

What Qualifies As a Bear Market ?

September 6, 2018 Brian Gilmartin Leave a comment

For many in the investment business, the technical definition of a “bear market” is – statistically anyway – a 20%…

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Posted in: Bear Markets

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Fundamentalis

  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either

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