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Month: June 2014

6.30.14: Historical SP 500 Revenue Growth

June 30, 2014 Brian Gilmartin Leave a comment

FCSP500revgro(qtrly) The above link shows the recent history of SP 500 revenue growth dating back to q1, 2000. Readers get…

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Posted in: S&P 500, SP 500 forecast(s), SP 500 Revenue Growth

7.1.14: Weekly Linkfest

Brian Gilmartin Leave a comment

A little late getting out this week… We are going to start off the Linkfest with a corporate credit topic:…

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Posted in: Weekend Link Fest

6.28.18: SP 500 Earnings Update: Forward Estimate Quarterly Bump Next Week Should be Near $125 per Share

June 28, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters, the “forward 4-quarter” estimate of the SP 500 fell last week to $122.97 from the prior week’s…

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Posted in: Basic Materials, Earnings, Earnings estimate revisions, Fwd 4-qtr growth rate (SP 500), S&P 500, Weekly Earnings Update

6.27.14: Year-to-date Asset Class Performance

June 27, 2014 Brian Gilmartin Leave a comment

http://www.bespokeinvest.com/thinkbig/2014/6/27/first-half-coming-to-an-end.html Click on the above link from Bespoke and you will see all the various returns by asset class for…

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Posted in: AGG, S&P 500

6.24.14: For “Reversion to the Mean” believers, US Equities Still Look Good

June 24, 2014 Brian Gilmartin Leave a comment

We were fortunate to be invited to a BlackRock “Alts” conference in Chicago last week, presumably the group was in…

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Posted in: Reversion to the mean

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Fundamentalis

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  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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