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Still Technology: All About Apple and Oracle Next Week – Expectations Are High for Apple

September 8, 2017 Brian Gilmartin Leave a comment

Last week, the continued upward drift in Technology estimates was written about (here), and now this coming week we get…

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Posted in: Apple (AAPL), MSFT, ORCL, Technology, Weekly Earnings Update

SP 500 Earnings Update: Technology Sector Forward Estimates Still Look Good

September 2, 2017 Brian Gilmartin Leave a comment

Thomson Reuters data (by the numbers): (Source: “This Week in Earnings” dated 9/1/17):  Fwd 4-qtr est: $138.18 P.E ratio: 18(x)…

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Posted in: Apple (AAPL), Technology, Weekly Earnings Update

What’s with Amazon and an SP 500 Earnings Update

August 26, 2017 Brian Gilmartin Leave a comment

“Damn it – don’t ever trust your instincts” – John Cusack as Martin Blank in the all-time-great “Grosse Pointe Blank”…

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Posted in: Amazon, Weekly Earnings Update

TLT Poised for Breakout ? Wouldn’t Be a Plus for Stock Market

August 23, 2017 Brian Gilmartin Leave a comment

Since this blog post, the 10-year Treasury yield has fallen, which has put the TLT (below) close to breaking its downtrend…

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Posted in: 10-year Treasury yield, TLT

Russell 2000 – Teetering on the Edge?

August 20, 2017 Brian Gilmartin Leave a comment

  Above are two charts of the Russell 2000 (IWM). The first shows the IWM breaching its 200-day moving average…

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Posted in: Growth v Value, Russell 2000, Style analysis

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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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