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Insightful market commentary from a fresh perspective.
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Trading update

June 27, 2012 Brian Gilmartin Leave a comment

Didnt like our blog post yesterday. Hate talking politics these days in any forum. However, politics is economics (and vice…

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Posted in: BBY, Bond Funds, CHK, Currency, DE, Earnings, ECA, FB, WMT

2q 2012 almost in the books – should we dig a hole and hide ?

June 26, 2012 Brian Gilmartin Leave a comment

The headlines are unrelenting negative: 1.) Europe and the fear of a Lehman-type moment as worries over bank runs captivate…

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Posted in: Eurozone Crisis, Fiscal Cliff, Healthcare Reform

S&P 500 corporate earnings update – in the dead zone in terms of earnings

June 19, 2012 Brian Gilmartin Leave a comment

For the remainder of the quarter, things will be likely quiet in terms of corporate earnings. Fed-Ex and Walgreen’s reported…

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Posted in: BBY, Earnings, FDX, NKE, S&P 500

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

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Fundamentalis

  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve

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