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SP 500 Weekly Earnings Update: 8th Straight Weekly Increase in “Fwd 4-Qtr Growth Rate”

March 26, 2017 Brian Gilmartin Leave a comment

Ryan Detrick of LPL Financial (@ryandetrick post here), UKarlewitz of Fat Pitch fame (@ukarlewitz here), and Charlie Bilello over at…

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Posted in: Fwd 4-qtr growth rate (SP 500), Sector Earnings Growth Estimates, Treasuries, Weekly Earnings Update

SP 500 Weekly Earnings Summary: Forward Growth Rate Rises Again

March 17, 2017 Brian Gilmartin Leave a comment

If the only metric published this weekend is the “growth rate of the forward estimate” that would be enough. It…

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Posted in: Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

Are Investors Facing a Decade of Flat to Negative Bond Market Returns ?

March 15, 2017 Brian Gilmartin Leave a comment

There is a whole generation of investors that think that bonds and bond funds, and bond ETF’s are “safe”, i.e.…

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Posted in: 2017, 2017 Fiscal Policy, Bond Market(s), interest rates, Reversion to the mean, TLT, Treasuries

Another perspective on SP 500 earnings

March 12, 2017 Brian Gilmartin Leave a comment

Year S&P 500 Ex-Energy Energy % 2014 118.78 113.77 4.2% 2015 117.46 104.89 10.7% 2016 118.32 117.36 0.8% Source: Thomson…

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Posted in: 2017, 2017 Fiscal Policy, Energy ETF's (XLE, Energy sector

SP 500 Weekly Earnings Update: Forward Growth Rate Still moving Higher

March 11, 2017 Brian Gilmartin Leave a comment

Basically, 495 of the SP 500 have reported Q4 ’16 earnings by now, so we look forward as they say,…

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Posted in: 2017, 2017 Fiscal Policy, PE expansion / contraction, Weekly Earnings Update

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  • Boeing Earnings Summary: Added to Positions After 10% Drop This Week

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