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Month: October 2017

SP 500 Earnings: Keeping an Eye on 2018 Estimates – How Much is Tax Reform Related ?

October 28, 2017 Brian Gilmartin Leave a comment

The big tech sector earnings reports on Thursday, October 26th, 2017, led to a big upside day for the Nasdaq…

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Posted in: Financial sector, Financials, GE, MSFT, Thomson Reuters TWIE, Weekly Earnings Update

Today’s SP 500 Bull Market vs the 1980’s, 1990’s Titan

October 21, 2017 Brian Gilmartin Leave a comment

Still trying to use the Snipping Tool on Office 10, so excuse the 2nd grade, “paint by numbers” quality of…

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Posted in: 10-year Treasury yield, Financial sector, Financials, interest rates

SP 500 Forward Earnings Curve: Tells a Good Story

October 20, 2017 Brian Gilmartin Leave a comment

The forward 4-quarter estimate this week jumped to $142.25, up from last week’s $141.90, and what’s unusual about that is…

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Posted in: Financial sector, Financials, Weekly Earnings Update

Corrections: The Next One Should Be Nasty, But May Not Be Tomorrow

October 15, 2017 Brian Gilmartin Leave a comment

Personally, Ive always felt that stock markets corrections are like sudden death: you know it’s coming, just not the timing…

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Posted in: Bespoke

Q3 ’17 SP 500 Earnings Begin – Watch the Estimate Revisions

October 13, 2017 Brian Gilmartin Leave a comment

FC-eps estimate revisions With the big banks reporting this week, and a slew of SP 500 components reporting next week,…

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Posted in: Earnings, Earnings estimate revisions, EPS estimate revisions, S&P 500, Weekly Earnings Update

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Fundamentalis

  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)

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