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Insightful market commentary from a fresh perspective.
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Growth vs Value: Continued Wide Disparity in 2015 Returns

December 1, 2015 Brian Gilmartin Leave a comment

Readers know that as a huge fan of Bespoke Research, I like to copy and paste some of their work…

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Posted in: Amazon, Facebook (FB), FB, GOOG, GOOGL, Growth v Value

SP 500 Weekly Earnings Update: SP 500’s Tech and Financial Concentration

November 30, 2015 Brian Gilmartin Leave a comment

Here is our update on the SP 500’s “market cap vs earnings weight” of the 10 SP 500 sectors: FC…

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Posted in: Amazon, Apple (AAPL), Financial sector, Financials, SP 500 forecast(s), Technology, Weekly Earnings Update

One Chart That Could Curb Your (SP 500) Enthusiasm

November 25, 2015 Brian Gilmartin Leave a comment

http://blog.kimblechartingsolutions.com/2015/11/sp-500-dangerous-for-bull-case-if-prices-turn-weak-here Thanks to Ryan Detrick, a technical analyst I’ve followed for many years, I’ve also started following Chris Kimble’s work.…

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Posted in: SP 500 forecast(s)

HealthCare Sector: Growth Has Been Healthy, But Will Sector P.E Compress in Presidential Election Year ?

November 23, 2015 Brian Gilmartin Leave a comment

The HealthCare sector has struggled since the August ’15, China-induced, beat down on the major equity indices, which is exactly…

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Posted in: Apple (AAPL), Biotech, Health Care sector, MRK, PFE

Weekly Earnings Look: Upward Revisions to EPS in Q3, ’15, Best All Year

November 20, 2015 Brian Gilmartin Leave a comment

FC-eps estimate revisions The above spreadsheet tracks “upward / downward” revisions to the Russell 3000 every week of the year.…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: All About Expected Q2 ’26 Results / Like Big Banks, Financials Here
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  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story

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