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5.29.13: Utilities and Telco’s – The Bond Proxy Trade is Ending (No Surprise)

May 29, 2013 Brian Gilmartin Leave a comment

Yesterday, we posted an ugly daily chart on the Dow Jones Utility Average. Today, we look at the “monthly” Utility…

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Posted in: bond proxy, Utilities, VZ

5.28.13: Utility Average A “Bond Proxy” – Chart looks Ugly

May 28, 2013 Brian Gilmartin Leave a comment

Back in the 1990’s I would always hear portfolio managers talk about the correlation between interest rates and the utility…

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Posted in: Utilities

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

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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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