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Insightful market commentary from a fresh perspective.
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Wal-mart – nearing a 12-year breakout ?

June 9, 2012 Brian Gilmartin Leave a comment

  Our chart of the week is Wal-mart, since it is within $2 of ending a 12-year consolidation, between the low…

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Posted in: Earnings, WMT

How client’s fixed-income / bond money is invested today

Brian Gilmartin Leave a comment

With the large-cap equity market thought to be universally cheap today, and the Treasury market universally “overvalued” (the complete opposite…

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Posted in: Bond Funds

S&P 500 corporate earnings update / S&P 500 tests key support

June 4, 2012 Brian Gilmartin Leave a comment

The S&P 500 is sitting at critical technical support near its 200-day moving average, as well as the longer-term 50-week…

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Posted in: Earnings

A Tale of Two Retailers – the importance of cost advantage

May 29, 2012 Brian Gilmartin Leave a comment

With all due respect to Charles Dickens, the title couldn’t be helped when we contemplated the fates of both Wal-Mart…

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Posted in: BBY, Earnings, WMT

A decade (or more) of S&P 500 earnings

May 23, 2012 Brian Gilmartin Leave a comment

We prefer our blog posts short and sweet given the info overload inflicted on today’s average investor, so we’ll try…

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Posted in: Earnings, S&P 500

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Fundamentalis

  • Coca-Cola: Earnings Quality Still Not Great
  • Market’s Rotation A Lot Like March, 2000, with One Major Difference
  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty
  • Style-Box Update: Value Outperforms Across All Market-Caps
  • SP 500 Earnings: Jump in SP 500 EPS This Week. Japan Election This Weekend

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