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Category: SP 500 forecast(s)

Have Expected 2019 SP 500 Earnings Estimates Been Reduced Too Much ?

March 23, 2019 Brian Gilmartin Leave a comment

With 497 of the SP 500  having reported their Q4 ’18 earnings, attention has been focused on Q1 ’19 and…

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Posted in: HYG, PE expansion / contraction, SP 500 estimate revision data, SP 500 forecast(s), Weekly Earnings Update

Thoughts on 2019 – Investor Pessimism and the Potential for PE Expansion

December 29, 2018 Brian Gilmartin Leave a comment

Take any forecast or expected return discussion for 2019 with a substantial grain of salt. In 2017, this blog’s forecast…

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Posted in: Bond Market(s), SP 500 forecast(s)

The 10-Year Treasury Yield and a Year of P.E Compression ?

April 1, 2018 Brian Gilmartin Leave a comment

Always grateful when the thoughtful and measured Jeff Miller, the author of one of Seeking Alpha’s more popular weekly columns,…

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Posted in: 10-year Treasury yield, AGG, Bond Market(s), S&P 500, SP 500 forecast(s), TBF - inverse Treasury, TLT

SP 500 Earnings: How is Q4 ’17 and 2018 Shaping Up ?

October 8, 2017 Brian Gilmartin Leave a comment

While big banks kick off the Q3 ’17 earnings season this week, readers can get a leg up by looking…

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Posted in: 2017, 2018, Earnings, Earnings estimate revisions, Financial sector, Financials, Market-Cap weights, SP 500 forecast(s)

2017 Forecast: Looking for 20% from SP 500 in Calendar 2017

December 17, 2016 Brian Gilmartin Leave a comment

Here was the 2016 forecast, calling for 10% and while it looked pretty remote the first 2 months of 2016,…

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Posted in: 2017, 2017 Fiscal Policy, Forecasts, SP 500 forecast(s)

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