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Insightful market commentary from a fresh perspective.
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8.1.13: July ’13 Jobs Report Due Friday, 8.2: Treasury Complex at Multi-Year Critical Levels

August 1, 2013 Brian Gilmartin Leave a comment

On top, is the weekly chart of the 10-year Treasury yield, (not price) bumping its head against key resistance in the…

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

7.30.13: Yen Needs to Weaken

July 30, 2013 Brian Gilmartin Leave a comment

  Here is a longer term look at the Yen chart, which has strengthened further this week, and sent the…

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Posted in: Japan and Nikkei, Uncategorized

7.27.13: SP 500 Earnings: The Growth Rate of the Forward Estimate Continues to be Key Tell

July 28, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” estimate for the SP 500 slipped a little this week to $116.14, from $116.74 last…

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Posted in: AA, AGG, Bond Funds, Bond Market(s), Earnings, Facebook (FB), FB, Financials, INTC, Japan and Nikkei, S&P 500, SCHW, TBF - inverse Treasury, Uncategorized

7.25.13: Facebook (FB) – Long and Wrong until This Earnings Report

July 25, 2013 Brian Gilmartin Leave a comment

      Facebook (FB) is up sharly this morning after report very strong financial results last night, beating consensus…

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Posted in: Facebook (FB), FB, Uncategorized

7.23.13: Basic Materials Sector Coming to Life ?

July 23, 2013 Brian Gilmartin Leave a comment

If there has been a beaten-down sector that is thoroughly trashed from a numbers and sentiment perspective in 2013, it…

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Posted in: AA, FCX, X

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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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