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Category: DataTrek

SP 500 Earnings: “Forward 4-Qtr Estimate” Continues to Improve

August 31, 2020 Brian Gilmartin Leave a comment

First two-day vacation this weekend in – well – a while, which fortunately kept me off the blogs. Apologies for…

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Posted in: DataTrek, Weekly Earnings Update

Big Banks – Look Through the (Condensed) Credit Cycle

April 16, 2020 Brian Gilmartin Leave a comment

Being overweight Technology and Financial’s for clients like the Yin and Yang of investing. Airlines, the Energy sector, cruise lines,…

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Posted in: BAC, DataTrek, Financial sector, Financials, JPM

Is the Secular Bull Market Really Over ?

March 30, 2020 Brian Gilmartin Leave a comment

Is the secular bull market now over ?  My own opinion is “more no than yes”, even as SP 500…

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Posted in: DataTrek, Secular Bull Market

When Would it Be Reasonable to Expect A Stock Market Bottom ?

March 26, 2020 Brian Gilmartin Leave a comment

Clients are being told that the shock of this global pandemic (for the SP 500 and the US anyway) was…

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Posted in: 2019 SP 500 earnings, Bond Market Liquidity, DataTrek, SP 500 chart

2020 Predictions – The Avalanche Begins

November 13, 2019 Brian Gilmartin Leave a comment

  Apologies for the condensed spreadsheet but i wanted to show readers the consistency (so far) of expected 2020 SP…

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Posted in: 2020 SP 500 Earnings data, DataTrek

Fundamentalis

  • How are the Tech sector’s EPS Revisions Holding Up ?
  • SP 500 Weekly Earnings Update: Upward Revisions to Forward Estimates Portend Positively for Market
  • SP 500 Weekly Earnings Update: Even with Covid-19 Limitations, SP 500 “Upside Surprises” Have Been Substantial
  • Financials and Emerging Markets: Non-US Return Disparity Worth Noting
  • SP 500 Weekly Update: Financials Start Reporting This Week

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