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Month: August 2020

Rotation Prospects, Corporate Credit Spreads and This and That…

August 9, 2020 Brian Gilmartin Leave a comment

First, a quick note of thanks to Jeff Miller, on his two articles on caution warranted on interpreting the nonfarm…

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Posted in: Corporate High Yield, High-Yield Credit, Nasdaq 100

SP 500 Weekly Earnings: Big Improvement in Several Sectors

August 7, 2020 Brian Gilmartin Leave a comment

  This is a graph found on the first page of “This Week in Earnings” from Refinitiv, and it shows…

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Posted in: Weekly Earnings Update

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  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings

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