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Month: August 2018

How Does This Bull Market Compare to Others ?

August 29, 2018 Brian Gilmartin Leave a comment

  This is a great graph from Gina Martin Adams, Chief Equity Strategist at Bloomberg. You have to squint to…

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Posted in: Secular Bull Market

Breadth & Sentiment: The “No BS Model”

August 27, 2018 Brian Gilmartin Leave a comment

Readers know my appreciation of Bespoke’s work, the firm started by Paul Hickey and his crew after coming out of…

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Posted in: Market breadth, stock market sentiment

Are SP 500 Earnings Starting to Weaken ? A Look at Q3 and Q4 ’18’s estimates

August 25, 2018 Brian Gilmartin Leave a comment

https://www.nuveen.com/bob-doll-weekly-commentary The above link is to Bob Doll’s research piece found on Twitter on 8/24/18 and in the Nuveen research…

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Posted in: Weekly Earnings Update

SP 500 Estimate Revisions Remain Biased to Upside

August 23, 2018 Brian Gilmartin Leave a comment

  The attached spreadsheet shows the trend in “upward” vs. “downward” revisions for the SP 500, with highlighted boxes being…

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Posted in: SP 500 estimate revision data

SP 500 Earnings Update and Two Interesting Charts

August 21, 2018 Brian Gilmartin Leave a comment

From the Thomson Reuters earnings data: Fwd 4-qtr est: $169.19, down a smidge from last week’s to $169.25 PE ratio:…

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Posted in: Growth v Value, Weekly Earnings Update

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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