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Author: Brian Gilmartin

SP 500 Earnings Update: Big Banks Report Friday – A Look at the Numbers – Top 10 Holdings as of 12/31/20

January 9, 2022 Brian Gilmartin Leave a comment

As we roll into the new quarter and the new year, the forward 4-quarter estimate transitions from last quarter’s Q4…

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Posted in: BAC, C, JPM, Top 10 Client Holdings, Weekly Earnings Update, WFC Filed under: C

StyleBox Update: Mid and Small-cap Value Outperform in 2021

January 2, 2022 Brian Gilmartin Leave a comment

The style-box updates feature the iShares ETF’s since for the mid-quarter updates, the performance data on the benchmarks is not…

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Posted in: Style analysis

SP 500 Earnings / Revenue Update: Q4 ’21 and a Look at 2022 Growth Rate Revisions

December 31, 2021 Brian Gilmartin Leave a comment

Here’s the table on how “expected” Q4 ’21 SP 500 revenue has changed by sector in the last 90 days:…

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Posted in: 2022, SP 500 Revenue Growth, Weekly Earnings Update

Best Blog Post of 2021 and Some Quick Hits on 2022

December 30, 2021 Brian Gilmartin Leave a comment

This post was probably the best blog post on this blog this past year. All returns are as of 11/30/21.…

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Posted in: 2022, Average Annual Return, Bond Market(s)

SP 500 Earnings: Industrial Sector Expected to Lead in 2022

December 26, 2021 Brian Gilmartin Leave a comment

Looking at the above spreadsheet, this blog began tracking 2022 SP 500 sector earnings growth in early October ’21 since,…

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Posted in: BA, FDX, GE, HON, Industrials, Sector Earnings Growth Estimates

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