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2-Year Treasury Yield Back to Mid-September ’15 Highs

November 5, 2015 Brian Gilmartin Leave a comment

Friday morning, November 6th, Wall Street gets the monthly update on the job market as the October ’15 nonfarm payroll…

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Posted in: Liquidity Trap, TBF - inverse Treasury, Treasuries

SP 500 Earnings: SP 500 Ex-Energy, Both EPS and Revenue History Show Stability and Consistency

November 3, 2015 Brian Gilmartin Leave a comment

In this weekend’s SP 500 Earnings Update, readers were told I’d get the history of the SP 500 from Thomson Reuters…

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Posted in: Standard & Poors Earnings Data

October ’15’s SP 500 Earnings Results: Ex-Energy, SP 500 Earnings Growth 5% – 6% for Q3 ’15

October 31, 2015 Brian Gilmartin Leave a comment

Using Factset’s Weekly Earnings Insight, Ex-Energy, SP 500 earnings are +5% – 6% for Q3 ’15, probably slightly slower than…

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Posted in: Apple (AAPL), Weekly Earnings Update

2016 Expected Energy Sector Earnings Growth Just 3%

October 24, 2015 Brian Gilmartin Leave a comment

Per Thomson Reuters data this week, with 172 companies having reported Q3 ’15 earnings, the EPS beat rate is strong…

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Posted in: Apple (AAPL), Consumer Discretionary, Energy sector, Weekly Earnings Update

Value vs Growth: Growth Still Way Ahead for 2015

October 21, 2015 Brian Gilmartin Leave a comment

Thursday night, October 22nd, is a big night for traditional Technology Growth investors with Amazon and Google (or Alphabet, or…

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Posted in: Style analysis

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Fundamentalis

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  • Goldman Sachs and Morgan Stanley Earnings Preview: Investment Banking Revenues Will Drive Quarterly Results
  • At Least 30 Financials Report Next Week – Credit Not Likely an Issue (Yet) – A Look at Two Big Banks
  • Nike Post Earnings: EPS Estimates Didn’t Increase Much, Probably Thanks to the Higher Tariffs

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