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Insightful market commentary from a fresh perspective.
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6.11.13: Emerging Markets (EEM) Chart

June 11, 2013 Brian Gilmartin Leave a comment

  The chart of the EEM is getting a lot of chatter on Wall Street. Emerging market economies tend to…

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Posted in: EEM

6.8.13 SP 500 Earnings Update: 5% SP 500 Earnings Growth the Norm Right Now – It Will Get Better

June 9, 2013 Brian Gilmartin Leave a comment

The “forward 4-quarter earnings estimate” for the SP 500 slipped to $113.22 last week, from $113.38 the week prior, as…

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Posted in: Bond Funds, Bond Market(s), CME, Earnings, Facebook (FB), FB, MRK, PFE, S&P 500

6.6.13: “Risk-Off” Trade Suddenly Re-appears – May ’13 Jobs Number Tomorrow

June 6, 2013 Brian Gilmartin Leave a comment

D-Day, or June 6th, 1944 was 68 years ago today. No matter how bad things seem today, the specter of…

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Posted in: S&P 500, Uncategorized

6.5.13: Corporate High Yield (Junk Bond) Correction

June 5, 2013 Brian Gilmartin Leave a comment

  We put two weekly charts up this morning, the two corporate high-yield ETF’s, which show the junk bond market…

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Posted in: HYG, JNK, Uncategorized

6.1.13: SP 500 Earnings Update: Per One Strategist, 1,670 Days Without a 5% Correction in the Barclay’s Aggregate (AGG)

June 2, 2013 Brian Gilmartin Leave a comment

Question: Are higher interest rates bad for stock prices ? The conventional wisdom says yes, but the opposite case can…

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Posted in: AGG, Bond Funds, Bond Market(s), bond proxy, Facebook (FB), FB, HYG, JNK, TBF - inverse Treasury, Uncategorized

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Fundamentalis

  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week
  • International Equity Annual Returns: Non-Correlated to the US Returns and Don’t Forget Japan
  • Annual Fixed Income Returns: Emerging Markets Lead, Muni’s Lag

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