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Author: Brian Gilmartin

SP 500 Earnings: The New “Forward Estimate” after July 1 is Currently $241.70

June 25, 2022 Brian Gilmartin Leave a comment

The 60/40 benchmark portfolio was down -14.64% YTD as of Friday, June 24th, 2022, with the SPY being down -17.26%…

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Posted in: Commodities, jobless claims, Weekly Earnings Update

Big Banks and Financials Facing Tough Compares from Q2 ’21

June 23, 2022 Brian Gilmartin Leave a comment

The compares that the large-cap banks and tech companies are still facing with Q2 ’22 financial results are still very…

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Posted in: Apple (AAPL), BAC, GS, JPM, SCHW

SP 500 Earnings / SP 500 PE now 15.5x and Earnings Yield at 6.42% / SP 500 Seems Dramatically Oversold

June 17, 2022 Brian Gilmartin Leave a comment

The SP 500’s forward estimate rose again this week, but that will be discussed below. Note the SP 500 PE…

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Posted in: BlackRock, Energy ETF's (XLE, Energy sector, MSFT, SP 500 chart, SP 500 Earnings Yield, Uncategorized, Weekly Earnings Update

Fed Rate Hike: The SP 500 Needs to Regain the May ’22 Low of 3,810

June 15, 2022 Brian Gilmartin Leave a comment

The 75 basis point fed funds rate hike today, was not a surprise since after the CPI number last Friday,…

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Posted in: AGG, Amazon, Financial sector, Financials, GOOGL, JPM, MSFT, TLT

SP 500 Earnings Update / 10-Year Treasury Yield Testing May ’22, October ’18 High Yields

June 12, 2022 Brian Gilmartin Leave a comment

As of Friday, June 10th, 2022, the 60/40% balanced portfolio has returned -14.82% YTD, with the SPY declining -17.68%, and…

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Posted in: 10-year Treasury yield, Energy ETF's (XLE, Energy sector, FOMC meeting, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: The New “Forward Estimate” after July 1 is Currently $241.70
  • Big Banks and Financials Facing Tough Compares from Q2 ’21
  • SP 500 Earnings / SP 500 PE now 15.5x and Earnings Yield at 6.42% / SP 500 Seems Dramatically Oversold
  • Fed Rate Hike: The SP 500 Needs to Regain the May ’22 Low of 3,810
  • SP 500 Earnings Update / 10-Year Treasury Yield Testing May ’22, October ’18 High Yields

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