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6.4.14: 10-Year Treasury Poised at Critical Level

June 4, 2014 Brian Gilmartin Leave a comment

With the 10-year Treasury poised at a key technical level, just two days in front of the May ’14 employment…

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Posted in: AGG, Bond Market(s), interest rates, TBF - inverse Treasury, TLT

5.31.14: SP 500 Weekly Earnings Update: Q2 ’14 SP 500 Earnings Growth Shaping Up Nicely

May 31, 2014 Brian Gilmartin Leave a comment

According to Thomson Reuters, “This Week in Earnings” dated 5/30/14, the forward 4-quarter estimate for the SP 500 fell to…

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Posted in: Weekly Earnings Update

5.25.16: Weekend Linkfest – Other Opinions You Must Read

May 25, 2014 Brian Gilmartin Leave a comment

Navy Admiral William McRaven, gives the commencement address at University of Texas, Austin. You must read it or listen to…

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Posted in: Weekend Link Fest

5.24.14: SP 500 Earnings Update: Forward Estimate Growth Rate Improves for 6th Straight Week

May 24, 2014 Brian Gilmartin Leave a comment

In honor of Memorial Day, thank a vet this weekend. It is the ultimate sacrifice, and as the old saying…

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Posted in: Earnings, Earnings estimate revisions, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

5.21.14: Commodity Stocks Reverse Recent Strength on 5.20.14

May 21, 2014 Brian Gilmartin Leave a comment

Yesterday, was a George Costanza day (you have to be a Seinfeld fan) yesterday, as the commodity stock strength we wrote…

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Posted in: AA, Basic Materials, FCX, X

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Fundamentalis

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  • Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal
  • Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)

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