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Insightful market commentary from a fresh perspective.
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5.27.13: Facebook (FB) – We Think the Story Remains Intact

May 27, 2013 Brian Gilmartin Leave a comment

  As the above chart indicates, FB remains locked in its recent trading range, after bottoming in the high teens…

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Posted in: Facebook (FB), FB

5.25.13 SP Earnings Update: Not Much to Say on Earnings – SP 500 Remains Overbought

May 25, 2013 Brian Gilmartin Leave a comment

It is Memorial Day weekend. Be sure and thank a veteran (particularly the Korean War and Vietnam vets, who didnt…

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Posted in: CNBC, Facebook (FB), FB, Uncategorized

5.22.13: Treasury Curve – “The Last of The Mohicans”

May 22, 2013 Brian Gilmartin Leave a comment

Fed Chirman Bernanke fired the first shot across the bow of the Wall Street, consumers and investors today with verbiage…

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Posted in: AGG, Bond Funds, TBF - inverse Treasury

5.21.13: Would you Buy or Sell This Chart ?

May 21, 2013 Brian Gilmartin Leave a comment

  We deliberately cut off the northwest corner of the chart that identifies the security name. This is an ETF…

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Posted in: Uncategorized

5.18.13: SP 500 Earnings Update: SP 500 P.E Ratio now Expanding – Highest Since 2009 – Return of Global Growth ?

May 19, 2013 Brian Gilmartin Leave a comment

We have our first CNBC appearance on Monday morning, May 20th at 9:15 am central time (approximately). We’ll be talking…

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Posted in: CSCO, Earnings, Eurozone Crisis, S&P 500, SCHW, TBF - inverse Treasury, thestreet.com, WMT

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Fundamentalis

  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks
  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High

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