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Category: Uncategorized

Market commentary – An Apple (AAPL) a day, keeps underperformance away

September 30, 2012 Brian Gilmartin Leave a comment

We kickoff the 4th quarter, 2012 Monday morning, with the S&P 500 upĀ about 15% year-to-date, much higher than a lot…

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Posted in: Uncategorized

Corporate earnings/market update – Sept. 29th, 2012 – S&P 500 up 6% in q3 ’12. Revival in Financials ?

September 29, 2012 Brian Gilmartin Leave a comment

While most market watchers were expecting q3 ’12 to be a repeat of q3 ’10 and q3 ’11, in fact…

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Posted in: Earnings, Uncategorized

Corporate earnings update – Sept. 22, ’12 – Little change to forward earnings as we await q3 ’12 numbers

September 23, 2012 Brian Gilmartin Leave a comment

Due to some pressing matters, the blog post will be short and sweet this weekend. The “forward 4-quarter” earnings estimate…

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Posted in: Earnings, Uncategorized

Market update – Sept 15th, 2012: Corporate earnings unchanged – is it time for P/E expansion ?

September 15, 2012 Brian Gilmartin Leave a comment

Originally, this blog was intended to be dedicated to commentary and analysis of corporate earnings, particularly S&P 500 earnings, as…

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Posted in: Earnings, FDX, Uncategorized

Corporate earnings update: Sept 8, 2012 – technical breakout in S&P 500 and Nasdaq as earnings tread water

September 8, 2012 Brian Gilmartin Leave a comment

What a week for the major US stock markets (and China, but more on that in a minute), as the…

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Posted in: AA, Earnings, F, FDX, Uncategorized

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Fundamentalis

  • SP 500 Earnings: Fed Funds Rate Hike Probability for June, Jumps Sharply
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  • Style-Box Update: 5/15/23 – Growth Resumes Outperformance / Don’t Forget Non-US / Russell 2000
  • SP 500 Earnings: Financial and Energy Sectors
  • SP 500 Earnings: Big Jump in Q1 ’23 SP 500 EPS Estimate

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