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Insightful market commentary from a fresh perspective.
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SP 500 Earnings Update: Will Energy Be Less Worse in 2016 ?

January 23, 2016 Brian Gilmartin Leave a comment

With about 15% of the SP 500 having reported Q4 ’15 earnings as of Friday, January 22nd, 2016, we will…

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Posted in: Apple (AAPL), Weekly Earnings Update

Reversal Day Today ? Let’s Go To The Charts…

January 21, 2016 Brian Gilmartin Leave a comment

The reversal in the Russell 2000 and biotech’s today was pretty significant since these groups have been leading us lower,…

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Posted in: Amazon, Biotech, GOOG, GOOGL, Kimble / Detrick, MSFT, Russell 2000

SP 500 Earnings: SP 500 Forward 4-Quarter Growth Rate Highest Since Q1 ’15 – This is Not 2008

January 17, 2016 Brian Gilmartin Leave a comment

Little noticed this week with the seemingly never-ending selling to the SP 500, was that the SP 500 closed Friday,…

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

2016: Not the Start Expected

January 13, 2016 Brian Gilmartin Leave a comment

The SP 500 fell 2.5% today, and is down 5% in the last week. With the SP 500 down about…

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Posted in: Amazon, Brazil (EWZ), Emerging Market ETF's (EEM, Emerging Markets, Energy ETF's (XLE, Energy sector, Financial sector, Financials, INTC, JPM, Russell 2000, S&P 500, US Dollar

SP 500 Valuation Still Reasonable: SP 500 Earnings Yield was 6.59% Last Week

January 11, 2016 Brian Gilmartin Leave a comment

The one stat that jumped out at me from this blog’sĀ earnings update this weekend weekend was the SP 500 Earnings…

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Posted in: AA, Bespoke, INTC, JPM, SP 500 Earnings Yield, Valuation

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Fundamentalis

  • International Investing: International Outperformance vs SP 500 is Healthy, and it’s Still Early
  • Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock
  • 10-Year Treasury Yield Chart and What 2027 Energy Sector Estimates are Saying
  • Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve
  • SP 500 EPS / Revenue Growth, and Amazon Earnings

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