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Author: Brian Gilmartin

SP 500 Weekly Earnings Update: Looking at a $199 – $200 Forward SP 500 EPS Estimate Next week

June 25, 2021 Brian Gilmartin Leave a comment

Per Briefing.com, here is the list of companies by ticker that are expected to report earnings next week. On July…

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Posted in: Financial sector, Financials, Weekly Earnings Update

Emerging Markets and Int’l Update: Gradually Lifting Client Allocation to EM and Non-Us

June 24, 2021 Brian Gilmartin Leave a comment

  The first chart today (click to expand) was provided by Brian Buonamici at Calamos Asset Management last week. If…

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Posted in: EEM, Oakmark International, VWO)

On the Stock and Bond Markets Today, and This and That

June 20, 2021 Brian Gilmartin Leave a comment

Still a secular bull equity market:  2000 through 2002 was a pretty painful bear market for the SP 500, and…

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Posted in: Corporate High Yield, Credit markets, Municipal Bond market, Municipal High Yield, Secular Bull Market

Weekly Update: SP 500 Earnings Yield at 4.61% after Tough Week for Stocks

June 18, 2021 Brian Gilmartin Leave a comment

Per Briefing.com, here are the companies expected to report May 31 quarter end earnings next week. The two that I…

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Posted in: IHI (Medical Equipment ETF), Weekly Earnings Update

Earnings Update: Calendar 2021 SP 500 EPS Estimate is (Probably) Still Too Low

June 11, 2021 Brian Gilmartin Leave a comment

Per Briefing.com, here are the companies expected to release financial results next week. Oracle (ORCL), being “old tech” is up…

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Posted in: 2022, LEN, ORCL, Weekly Earnings Update

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