Category: Uncorrelated Assets

Are the Stock and Bond Markets Jonesin’ for a 2001 – 2002 Repeat ?

January 17, 2022 Brian Gilmartin Leave a comment

Leading off articles with a question sets the readers up for an expected answer which involves a prediction for the…

Posted in: 2022, annual return, Emerging Markets, Oakmark International, Uncorrelated Assets Filed under: EM ex-China

May 28, 2021 Brian Gilmartin Leave a comment

This part II took a longer time coming than what was originally planned, so thanks for waiting. Part I of…

A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back

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