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Energy Sector: Overbought, but it May Not Matter

April 18, 2018 Brian Gilmartin Leave a comment

Bernie Schaeffer of Schaeffer’s Investment Research published this piece on Sunday, April 15th. (See below the dotted line.) So far…

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Posted in: Energy ETF's (XLE

SP 500 Revenue Growth – Recent Trends Encouraging

April 17, 2018 Brian Gilmartin Leave a comment

  Here is a good graph of SP 500 revenue growth, courtesy of David Aurelio of Thomson Reuters I/B/E/S. Although…

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Posted in: SP 500 Revenue Growth

Q1 ’18 Earnings Optimism vs Dour Investor Sentiment

April 14, 2018 Brian Gilmartin Leave a comment

With the plethora of opinions out in the market about Q1 ’18 earnings expectations. the above spreadsheet should give good…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

Sector P.E Data – Might Be Worth A Look

April 8, 2018 Brian Gilmartin Leave a comment

  A reader asked about Sector P.Es a few weeks ago – haven’t updated the above spreadsheet in a few…

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Posted in: Sector Earnings Growth Estimates

SP 500 Earnings Yield Remains Elevated – A Good Thing

April 7, 2018 Brian Gilmartin Leave a comment

Here is the chronology of the SP 500 “Earnings Yield” since the week of February 9th, 2018, when the stock…

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Posted in: SP 500 Earnings Yield

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Fundamentalis

  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
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  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown
  • 10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report

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