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Insightful market commentary from a fresh perspective.
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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

SP 500 Earnings: Like Financial Sector Longer-Term

October 11, 2017 Brian Gilmartin Leave a comment

The big banks start reporting their Q3 ’17 earnings tomorrow, Thursday, October 12th, 2017 and regardless of what the results…

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Posted in: 10-year Treasury yield, Financial sector, Financials, Sector Earnings Growth Estimates

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Fundamentalis

  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing
  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.
  • JPMorgan, Citigroup Earnings Previews: Citi is The More Defensive Stock if Iran and Other Issues Linger in 2026

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