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Author: Brian Gilmartin

The Quarterly Bump, Interest Rates and SP 500 Earnings

July 1, 2017 Brian Gilmartin Leave a comment

Interest Rates:  The yield on the 10-year Treasury rose 15 bp’s this past week, a sizable move relative to the…

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Posted in: Forward SP 500 earnings curve, Weekly Earnings Update

Don’t Get the SP 500 Earnings Worries – Forward Estimate Revisions Still Look Good

June 24, 2017 Brian Gilmartin Leave a comment

CNBC’s Fast Money had Tom Lee on Thursday night, who I think is an outstanding strategist, and while it was…

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Posted in: Amazon, Weekly Earnings Update

SP 500 Earnings Update: Full-year 2017 SP 500 “Estimated” Earnings Trends Still Positive

June 17, 2017 Brian Gilmartin Leave a comment

The technicians and chart watchers are keyed on the Nasdaq 100 and the QQQ’s the last few weeks, as the…

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Posted in: Earnings estimate revisions, Weekly Earnings Update

Nasdaq and the 50-Day Moving Average

June 16, 2017 Brian Gilmartin Leave a comment

B.I.G._Tips_-_Nasdaq_100_Epic_Streak (1) With so much investment-related information data, available daily on a plethora of blogs, Twitter, not to mention the…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, MSFT, QQQ, QQQE Filed under: Nasdaq

Q2 ’17 SP 500 Earnings Will Likely See at Least 10% – 12% Y/Y Growth

June 9, 2017 Brian Gilmartin Leave a comment

Thomson Reuters Data (by the numbers): (Source: This Week in Earnings, dated 6/9/17) Fwd 4-qtr estimate: $134.82 vs $134.82 from…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • 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
  • Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares in December ’25 / March ’26 Quarter’s

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