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Insightful market commentary from a fresh perspective.
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Energy Overweight is Not Working

March 8, 2017 Brian Gilmartin Leave a comment

The API data last night, and the EIA data this morning both showed a build in crude inventories which sent…

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Posted in: Energy ETF's (XLE, Energy sector

SP 500 Weekly Earnings Update: The Treasury Market was Busy This Week – It’s the Rate of Change that Matters

March 5, 2017 Brian Gilmartin Leave a comment

The big news this week was the Treasury market and the rise in yields, but more on that in a…

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Posted in: Biotech, Biotech sector / earnings, Health Care sector, TBF - inverse Treasury, Treasuries, Weekly Earnings Update

One amazing metric…

March 3, 2017 Brian Gilmartin Leave a comment

Bullish Sentiment Lower: What Else is New? The one still amazing metric about this bull market in the SP 500…

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Posted in: stock market sentiment

President’s SOTU Address: Watch the Treasury Market / Interest rates for Growth Tell

February 28, 2017 Brian Gilmartin Leave a comment

Tonight, the President gives his State of the Union (SOTU) address, his first as President of the United States, and…

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Posted in: 2017, 2017 Fiscal Policy

Financial Sector Estimate Revisions Still Show Favorable Trends

February 27, 2017 Brian Gilmartin Leave a comment

Since probably late November, ’16, there has been a plethora of pundits appearing in the mainstream financial media, telling investors…

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Posted in: Earnings estimate revisions, Financial sector, Financials, GS, Inc. (BRK-B), JPM, SCHW, Sector Earnings Growth Estimates

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