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Category: US Dollar

SP 500 Earnings Update: SP 500 PE now 17x, Earnings Yield at 5.85% and Forward Estimates Rise Again

May 14, 2022 Brian Gilmartin Leave a comment

The true dichotomy in 2022’s stock market is that SP 500 forward estimates continue to be revised higher, while the…

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

This and That: The Dollar, the FOMC Meeting Next Week, Mega-Cap Earnings

April 28, 2022 Brian Gilmartin Leave a comment

Chris Kimble of Kimble Charting Solutions out of Cincinnati – a very good technician – talking about the US dollar…

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Posted in: Financial sector, Financials, FOMC meeting, US Dollar

Emerging Markets Update: So Bad it’s Good ?

May 13, 2020 Brian Gilmartin Leave a comment

Looking at the carnage today, the one aspect of the trade that stood out was the lack of damage to…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, Oakmark International, US Dollar

Frustration with Emerging Markets. Watch that “Average Annual” Return

February 20, 2020 Brian Gilmartin Leave a comment

While the sell decision is usually one of the more “opaque” and uncertain decisions a portfolio manager can make, (and…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, Joel Greenblatt, US Dollar

Don’t Forget About Brexit (and the Dollar)

October 14, 2019 Brian Gilmartin Leave a comment

While the US market will be reacting to the Financial sector’s earnings reports as well as guidance and commentary from…

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Posted in: Brexit, US Dollar

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Fundamentalis

  • Style-Box Analysis Update: No Surprise, Value Continues to Outperform
  • SP 500 Earnings Update: SP 500 PE now 17x, Earnings Yield at 5.85% and Forward Estimates Rise Again
  • SP 500 Earnings Update: Bond Market Woes, and Forward Earnings Weakened a Little This Week
  • Energy Sector Revenue Growth Still Seeing Positive Revisions
  • SP 500 Earnings: Q1 ’22 Earnings are Fine; All About the Fed Meeting This Week

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