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Category: Style analysis

Style Box Update / Scary Stats / Top 10 Holdings as of 3/31/21

April 7, 2021 Brian Gilmartin Leave a comment

Source: internal spreadsheet updated every 6 weeks or 2x a quarter. Value has underperformed Growth since 2016 as readers can…

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Posted in: Financial sector, Financials, Oakmark International, Style analysis, Top 10 Client Holdings, VWO) Filed under: Coinbase (COIN)

Style-Box Analysis: Watch the Rotation from Large-Cap to Small-Cap

February 13, 2021 Brian Gilmartin Leave a comment

It’s always tough to find a title for this blog post every 6 weeks since there are many ways to…

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Posted in: Style analysis

Style Box Analysis: Will 2021 be the Year of Trend Change ? Top 10 Holdings as of 12/31/20

January 4, 2021 Brian Gilmartin Leave a comment

The catch-up in mid-cap and small-cap was dramatic in Q4 ’20 per the above numbers, but despite “value” doing better,…

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Posted in: Style analysis, Top 10 Client Holdings

SP 500 Earnings, Style Box Update, and the Russell 2000

August 16, 2020 Brian Gilmartin Leave a comment

The 2’s – 10’s Treasury note spread widened out to 57 basis points this week, the widest spread since (wait…

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Posted in: 10-year Treasury yield, Russell 2000, Style analysis, Weekly Earnings Update

Style-Box Update: Surprising No One, Large-Cap and Growth Still the Leader

July 5, 2020 Brian Gilmartin Leave a comment

  This Bespoke graph from the July 2, 2020 weekly Bespoke Report, shows the SP 500 having it’s best 100-day…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, Style analysis

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Fundamentalis

  • SP 500 Weekly Earnings Update: Higher Forward Revisions Thanks to Financials
  • Big Week for Financial Sector Earnings Reports: Here’s a Quick Preview of a Few Names
  • SP 500 Weekly Earnings Update: Forward Estimate now $183. Average 2020/2021 Together to Get Read on Growth Rates.
  • Style Box Update / Scary Stats / Top 10 Holdings as of 3/31/21
  • SP 500 Weekly Earnings Update: New “Forward 4-Qtr Estimate” is $180 (ish)

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