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Month: December 2017

2018 Forecast: Look for A Lower Return from SP 500 in 2018

December 18, 2017 Brian Gilmartin Leave a comment

The US economy, as well as global GDP growth is accelerating off a slow, post-2008 below-average pace; SP 500 earnings…

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Posted in: 2018, AGG, MSFT, SCHW

SP 500 Weekly Earnings Update: Nothing Has Really Changed in Numbers (Yet)

December 16, 2017 Brian Gilmartin Leave a comment

Thomson Reuters data (by the numbers from This Week in Earnings, dated 12/15/17): Fwd 4-qtr est: $142.57 P.E ratio: 18.8x PEG…

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Posted in: 2017 Tax reform, Weekly Earnings Update

How do 2018 SP 500 EPS and Revenue Estimates Look ?

Brian Gilmartin Leave a comment

Leaning bearish into 2018, these numbers were somewhat surprising: 1.) Revisions for next year have been positive for both year-over-year…

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Posted in: 2018, SP 500 Revenue Growth

Will 2018 be a Year of “P.E Contraction” ?

December 15, 2017 Brian Gilmartin Leave a comment

Suddenly all the prognosticators are bullish. Individual investor sentiment had risen the last few weeks: Bespoke put out their graph…

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Posted in: Morningstar data, Standard & Poors Earnings Data, stock market sentiment

Since 1970, In Years When the SP 500 Returned 20%, What (Usually) Happened Next ?

December 11, 2017 Brian Gilmartin Leave a comment

Morningstar’s Stock, Bond, Bills & Inflation has some interesting long-term capital market information, much of it from Morningstar’s acquisition of…

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Posted in: 2018, SP 500 Historical Framework

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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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