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Category: Commodities

OPEC meeting, Saudi Aramco and the State of Commodities

June 20, 2018 Brian Gilmartin Leave a comment

Because of the diminished long-terms returns-on-invested-capital and the inability for many commodity companies to build what Mr. Buffett and Morningstar…

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Posted in: Commodities, Crude oil / Energy, Energy ETF's (XLE, Energy sector, Financial sector, Financials

Energy, Commodities and Emerging Markets

May 7, 2017 Brian Gilmartin Leave a comment

Having never owned the Emerging Markets (EM’s) in any form or fashion in the 1990’s and then staying out of…

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Posted in: Amazon, Apple (AAPL), Brazil (EWZ), Commodities, Copper (JJC), Crude oil / Energy, Currency, EEM, Emerging Market ETF's (EEM, Emerging Markets, Facebook (FB), Uncategorized, US Dollar, VWO)

SP 500 Weekly Earnings Update: Energy, Commodities, Emerging Markets (Oh My)

April 22, 2017 Brian Gilmartin Leave a comment

With Schlumberger’s (SLB) report Friday morning, the Energy sector weighting was reduced by selling the OIH. Despite very easy compare’s…

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Posted in: 2017, 2017 Fiscal Policy, AA, Commodities, Emerging Market ETF's (EEM, Emerging Markets, F, GE, GM, X

Brazil and Emerging Markets – Muy Bueno

February 15, 2017 Brian Gilmartin Leave a comment

In 2016, Technology didn’t do very well with the Nasdaq up 6% – 7% when looking at the full-year returns…

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Posted in: Brazil (EWZ), Commodities, EEM, Emerging Market ETF's (EEM, Emerging Markets, VWO)

Q4 ’16 Earnings Season: Updating the Sector Calls

January 29, 2017 Brian Gilmartin Leave a comment

Updating this article from the last week of December, 2016 and this article from early, 2017, here is an update…

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Posted in: Apple (AAPL), Basic Materials, Bespoke, CME, Commodities, Consumer Discretionary, Crude oil / Energy, Energy ETF's (XLE, Energy sector, Financials, GS, JPM, MSFT, SCHW, Technology

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