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Month: May 2017

Financial Sector (Part II) – Buying Opportunity or Time to Underweight ?

May 31, 2017 Brian Gilmartin Leave a comment

As this blog post is being written on Wednesday afternoon, May 31 ’17, the Financial sector has given up all…

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Posted in: BAC, Berkshire Hathaway, Financial sector, Financials, GS, JPM

The Financial Sector (part I): Revenue Growth Averaged just 1.5% from Q1 ’13 to Q4 ’16

May 29, 2017 Brian Gilmartin Leave a comment

The Financial sector has traded quite punk since March 1, 2017, the day after President Trump’s address to the joint…

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Posted in: Financial sector, Financials

A longer Look at SP 500 Earnings

May 26, 2017 Brian Gilmartin Leave a comment

2019 est: +10% 2018 est: +12% 2017 est: +11% 2016: +1% 2015: -1% 2014: +8% 2013: +6% 2012 +6% 2011:+15%…

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Posted in: 2017, 2017 Fiscal Policy, Brazil (EWZ), EEM, Emerging Market ETF's (EEM, Emerging Markets, Energy ETF's (XLE, Energy sector, VWO)

SP 500 Earnings Update: SP 500 Earnings Yield Worth Watching

May 20, 2017 Brian Gilmartin Leave a comment

The earlier posts this week on SP 500 revenue growth from Tuesday and Friday continue to reflect the positive revision…

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Posted in: 2017, SP 500 200-day moving average, SP 500 Earnings Yield, SP 500 Revenue Growth

More on 2017 Revenue Growth

May 19, 2017 Brian Gilmartin Leave a comment

In the last blog post, both Q2 ’17 and 2017 revenue growth was discussed and the promise was made that…

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Posted in: Factset, SP 500 Revenue Growth

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  • 3rd Year in a Row of Double-Digit SP 500 Returns
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