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Financials Report This Week: Citi And JPMorgan Kick Off The Big Banks' Earnings Tuesday Morning
Seeking Alpha· 2025-07-14 06:30
Company Overview - Trinity Asset Management was founded by Brian Gilmartin in May 1995, focusing on providing attention and service to individual investors and institutions that were underserved by larger firms [1] - Brian Gilmartin has a background as a fixed-income/credit analyst and has experience working with a Chicago broker-dealer and Stein Roe & Farnham before establishing his own firm [1] Educational Background - Brian Gilmartin holds a BSBA in Finance from Xavier University, Cincinnati, Ohio, obtained in 1982, and an MBA in Finance from Loyola University, Chicago, completed in January 1985 [1] - He earned the CFA designation in 1994 [1] Professional Experience - Brian Gilmartin has contributed to financial writing for various platforms, including TheStreet.com from 2000 to 2012 and WallStreet AllStars from August 2011 to Spring 2012 [1] - He has also written for Minyanville.com and has been quoted in numerous publications, including the Wall Street Journal [1]
Mike Pence on Trump Tariffs, Powell, Israel, Ukraine
Bloomberg Television· 2025-07-10 12:30
Trade Policy & Tariffs - Former US Vice President Mike Pence criticizes President Trump's tariffs, stating they have led to trillions of dollars in lost investments [1] - The analysis suggests a shift in trade policy from leveraging tariffs to lower trade barriers to a broad-based industrial policy with potentially harmful effects on the American economy and consumers [5][6] - The industry emphasizes the importance of free trade with free nations and being tough on trade abusers, aiming to lower trade barriers for American prosperity [7] - Concerns are raised that broad tariffs could lead to a $3,000 increase in the cost of goods for the average American household [24] - The report highlights potential risks of permanent unilateral tariff barriers, advocating for free trade agreements and expansion of trade as key to American growth [13][14] Geopolitical Stance - The analysis commends the current administration's approach to the Middle East, particularly its support for Israel [33][40] - The report suggests that the previous administration's policies towards Iran, including isolating Iran and taking down the ISIS caliphate, had Iran on its back heels [37][38] - The industry expresses concern over the Biden administration's return to a policy of appeasement toward Iran, which is believed to have emboldened enemies of Israel [34] - The analysis advocates for continued military support to Ukraine and punishing sanctions on Russia until a just and lasting peace can be secured [51]
WSJ Analysis: Trump Loses Patience with Putin, Weighs Sending Patriots
WSJ News· 2025-07-09 13:09
Geopolitical Stance - The industry observes a shift in Trump's disposition towards Putin, expressing dissatisfaction with the ongoing situation [1][2] - The industry notes Trump's disappointment with Russia's lack of concessions in negotiations regarding the conflict [1] - The industry acknowledges Trump's administration is considering imposing new sanctions on Russia [4] - The industry recognizes Trump's consideration of providing additional Patriot missile systems to Ukraine [3] Sanctions and Diplomacy - The industry is aware of the Senate's approval of stringent sanctions against Russia [4] - The industry is monitoring Trump's previous hesitations regarding sanctions, pending Russia's engagement in peace talks [5] - The industry acknowledges Trump's potential shift towards imposing sanctions due to Russia's unwillingness to compromise [5] Russian Perspective - The industry is cognizant of Russian officials' awareness of Trump's fluctuating stance on Ukraine and Russia [6] - The industry anticipates cautious observation and measured responses from Russia regarding Trump's actions [6]
'Extremely difficult': Trump, struggling to fulfill tariff promises, extends deadline again
MSNBC· 2025-07-09 04:13
>> ONCE AGAIN I'M. >> STEPHANIE RUHLE. IT IS A 170 OF THE SECOND TRUMP ADMINISTRATION.AND THE PRESIDENT WARNED. >> TODAY THAT THERE WOULD. BE NO EXTENSIONS FOR HIS NEW.>> AUGUST TARIFF DEADLINE. THAT MEANS KEY TRADING PARTNERS LIKE JAPAN, SOUTH KOREA AND MALAYSIA HAVE LESS THAN A MONTH TO BROKER BRAND NEW DEALS WITH THE U.S. OR FACE AT LEAST 25% TARIFFS. TRUMP ALSO THREATENED A NEW 50% TARIFF ON COPPER IMPORTS AND A 200% TARIFF ON PHARMACEUTICALS, BUT HE DID NOT SAY WHEN EITHER WOULD TAKE EFFECT.COMMERCE SE ...
Bill Daley: We're seeing the socialist part of society trying to take over the Democratic Party
CNBC Television· 2025-06-30 11:22
Former Obama White House chief of staff and longtime Democratic strategist Bill Daly calling out his own party for its current direction. In a Wall Street Journal op-ed criticizing a New York mayoral candidate, Zoran Mandani Daly writes the following. He says, quote, "Democrats rightly deplore the Republican party for capitulating to Donald Trump and an agenda that threatens democracy and decency, but we'd better pause and note how our own party is creeping dangerously close to an agenda that's equally outl ...
With Sen. Tillis' departure, Trump puts the Senate in play in 2026, says WSJ editorial board
MSNBC· 2025-06-30 10:50
Political Landscape & Senate Dynamics - Republican Senator Tom Tillis from North Carolina announced he will not seek re-election next year [1] - Tillis opposed the Republican tax and spending bill, drawing criticism from President Trump [2] - Tillis's departure is expected to create a competitive race in North Carolina, with Lara Trump potentially running [5] - The Wall Street Journal editorial board suggests Tillis's departure puts the Senate in play for 2026 [5][6] - GOP Congressman Don Bacon also announced he won't run for reelection, a potential gain for Democrats in the House [6] Healthcare & Medicaid Reform - The proposed Medicaid changes could potentially remove coverage from 11 million people [11] - Combined with changes to Obamacare, up to 16 million people could lose healthcare coverage [11] - These changes would represent the most significant backtracking in US health insurance coverage history [12] - Senator Susan Collins seeks substantive changes to the bill, particularly regarding Medicaid cuts and their impact on hospitals [22][23][26] Republican Party Division & Trump's Influence - The report highlights the internal struggle within the Republican party regarding opposition to Trump [14][15] - Some Republicans feel there is no room for independence or bipartisanship in the current political climate [19] - Trump's influence on Republican primary voters is a key factor in the decisions of politicians like Tillis [17] Congressional Voting & Bill Support - Several moderate Republicans in the House are opposed to the current Medicaid cuts [23][24][28] - Republicans can only afford to lose three votes in the House and one vote in the Senate to pass the bill [28][29] - Amendments are being introduced to address concerns, such as increasing the rural hospital fund [25][26]
X @Elon Musk
Elon Musk· 2025-06-17 15:07
RT DogeDesigner (@cb_doge)🚨BREAKING: Elon Musk publicly challenges The New York Times and Wall Street Journal to take drug tests and publish the results.This comes shortly after he released his own clean drug test results, following false allegations by legacy media. https://t.co/TsCpoReuQh ...
Walmart Earnings Summary: Tariffs Not As Critical As Long-Term Flywheel Improvements
Seeking Alpha· 2025-05-22 03:35
Company Overview - Trinity Asset Management was founded by Brian Gilmartin in May 1995, focusing on providing attention and service to individual investors and institutions that were underserved by larger firms [1] - Brian Gilmartin has a background as a fixed-income/credit analyst and has experience working with a Chicago broker-dealer and Stein Roe & Farnham before establishing his own firm [1] Educational Background - Brian Gilmartin holds a BSBA in Finance from Xavier University, Cincinnati, Ohio, obtained in 1982, and an MBA in Finance from Loyola University, Chicago, completed in January 1985 [1] - He earned the CFA designation in 1994 [1] Professional Experience - Brian Gilmartin has contributed to financial writing for various platforms, including TheStreet.com from 2000 to 2012 and WallStreet AllStars from August 2011 to Spring 2012 [1] - He has also written for Minyanville.com and has been quoted in numerous publications, including the Wall Street Journal [1]
Nike Earnings Summary: It's Going To Be A Slow Turn As Inventory Continues To Be Liquidated
Seeking Alpha· 2025-03-25 23:40
Company Overview - Trinity Asset Management was founded by Brian Gilmartin in May 1995, focusing on providing attention and service to individual investors and institutions that were underserved by larger firms [1] - Brian Gilmartin has a background as a fixed-income/credit analyst and has experience working with a Chicago broker-dealer and Stein Roe & Farnham before establishing his own firm [1] Educational Background - Brian Gilmartin holds a BSBA in Finance from Xavier University, Cincinnati, Ohio, obtained in 1982, and an MBA in Finance from Loyola University, Chicago, completed in January 1985 [1] - He earned the CFA designation in 1994 [1] Professional Experience - Brian Gilmartin has contributed to various financial publications, including TheStreet.com from 2000 to 2012, WallStreet AllStars from August 2011 to Spring 2012, and Minyanville.com [1] - He has been quoted in numerous publications, including the Wall Street Journal, showcasing his expertise in the investment field [1]
Nike Earnings Preview: Inventory Liquidation Could Last Through May '25 Quarter
Seeking Alpha· 2025-03-17 10:30
Core Insights - Brian Gilmartin founded Trinity Asset Management in May 1995 to provide better service to individual investors and institutions overlooked by larger firms [1] - He has a background as a fixed-income/credit analyst and has worked at notable firms before establishing his own company [1] - Gilmartin holds a BSBA in Finance and an MBA in Finance, along with a CFA designation awarded in 1994 [1] Company Overview - Trinity Asset Management caters to individual investors and institutions, focusing on personalized service [1] - The firm was established to address the needs of clients who were not receiving adequate attention from larger financial institutions [1] Professional Background - Gilmartin began his career as a fixed-income/credit analyst at a Chicago broker-dealer and later worked at Stein Roe & Farnham [1] - He has experience managing equity and balanced accounts for clients [1] - Gilmartin has contributed to various financial publications, enhancing his visibility in the industry [1]