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SP 500 Earnings: “Forward 4-Quarter Estimate” Growth Rate Turns Positive; 2016 Energy Estimates Still Falling

December 26, 2015 Brian Gilmartin Leave a comment

For many weeks of the quarter, SP 500 earnings discussions are bland and droll: outside of the weekly number updates,…

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Posted in: Amazon, Consumer Discretionary, Crude oil / Energy, Energy ETF's (XLE, Energy sector, Fwd 4-qtr growth rate (SP 500), Standard & Poors Earnings Data, Weekly Earnings Update

Thoughts on 2015 – A Few Surprises

December 25, 2015 Brian Gilmartin Leave a comment

Thanks for reading this blog this year.   Here is our bullish case for 2016, and here is the biggest…

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Posted in: Amazon, Crude oil / Energy, Energy sector, Facebook (FB), GOOG, GOOGL, Home Depot (HD), NKE, S&P 500

Why the Last Two Weeks of December ’15 Matter

December 20, 2015 Brian Gilmartin Leave a comment

Yesterday, on  this blog, we articulated the bullish case for stock prices for 2016 (here), referencing and linking to some…

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Posted in: Brazil (EWZ), EEM, Emerging Markets, Energy sector, IYE), Kimble / Detrick, SP 500 200-day moving average, SP 500 chart, Technical Analysis, VWO)

10% SP 500 return in 2016 Shouldn’t Be A Surprise

December 19, 2015 Brian Gilmartin Leave a comment

Per Bespoke, bullish sentiment is at a 3-year low (according to Bespoke’s sentiment work published late this week), and with…

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Posted in: EEM, Emerging Markets, Energy sector, Financial sector, Financials, Forecasts, Technology, US Dollar

SP 500 Earnings Yield / Fed Model / FOMC Meeting / Year-end Rally

December 12, 2015 Brian Gilmartin Leave a comment

“Fed Model” fans are familiar with the SP 500 earnings yield, since it is the Fed Model calculation that subtracts…

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Posted in: FDX, Fed Model, ORCL, SP 500 Earnings Yield, Treasuries, Weekly Earnings Update

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Fundamentalis

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  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
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