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Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022

January 6, 2026 Brian Gilmartin Leave a comment

(Click on spreadsheet to enlarge) Readers know that every 6 weeks, the “style-box” update is posted to this blog. What’s…

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Posted in: Style analysis

A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25

January 4, 2026 Brian Gilmartin Leave a comment

With Venezuela the big news over the weekend, let’s watch and see how Chevron (CVX) trades on Monday, January 5th.…

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Posted in: Energy ETF's (XLE, Energy sector, Technology

Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026

December 28, 2025 Brian Gilmartin Leave a comment

Last year at this time, this blog was expecting a similar modest return, and that forecast was exceeded nicely by…

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Posted in: 2026 expected stock and bond mkt returns, 60/40 portfolio

Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?

December 25, 2025 Brian Gilmartin Leave a comment

It’s difficult not to look at this Trendspider chart and not be be bullish gold, silver and platinum. Although this…

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Posted in: Gold, SP 500 annual return

The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25

December 14, 2025 Brian Gilmartin 2 Comments

Rather than bury the lede, the title tells readers the surprise received this weekend, after updating SP 500 EPS estimate…

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Posted in: QQQ, SP 500 chart, TrendSpider, Weekly Earnings Update

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Fundamentalis

  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25

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