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Author: Brian Gilmartin

SP 500 Earnings Yield Jumps to 6.11%

March 24, 2018 Brian Gilmartin Leave a comment

The SP 500 earnings yield ended Friday, March 23, 2018 at 6.11%, higher than the 6% print on February 9th,…

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Posted in: 10-year Treasury yield, SP 500 Earnings Yield, Weekly Earnings Update

Consumer Staples – Not Much “Defensive” About the Sector

March 23, 2018 Brian Gilmartin Leave a comment

The Technology sector has had a tough few weeks and frankly it’s been long overdue, but with the recent stock…

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Posted in: Coca-Cola (KO), Consumer Staples, PG

How Have Expected 2018 and 2019 SP 500 Dollar Estimates Changed ?

March 16, 2018 Brian Gilmartin Leave a comment

  The goal of the above table is to give readers some idea of how the SP 500’s EPS estimates…

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Posted in: 2017 Tax reform, 2018, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

A Secular Bull Market – Is this Bull Now 5 or 9 years Old ?

March 10, 2018 Brian Gilmartin Leave a comment

Listening to the financial media every day, and watching the stock and bond markets trade, there is always an “immediacy”…

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Posted in: 2018, Bond Market(s), Great Depression, Secular Bull Market

Q1 ’18 Earnings Start in a Month – How have the Estimates Changed ?

Brian Gilmartin Leave a comment

Around April 10th we should start to see the very start of Q1 ’18 earnings, and typically the big banks…

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Posted in: Weekly Earnings Update

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Fundamentalis

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  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week

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