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Author: Brian Gilmartin

Financials and Emerging Markets: Non-US Return Disparity Worth Noting

January 11, 2021 Brian Gilmartin Leave a comment

In the SP 500 Earnings Update Friday night, while talking about Financial stocks reporting this week, a few important tables…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, Financial sector, Financials, International (Non-US), Oakmark International

SP 500 Weekly Update: Financials Start Reporting This Week

January 8, 2021 Brian Gilmartin Leave a comment

The sector had a monster 4th quarter of 2020. Here’s is one chart from YCharts on the Q4 ’20 performance…

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Posted in: Financial sector, Financials, JPM, SCHW, Weekly Earnings Update

SP 500 Valuation Metrics: Getting Extended

January 7, 2021 Brian Gilmartin Leave a comment

One of the favorite research pieces received every quarter is JP Morgan’s Guide to the Markets, and usually in the…

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Posted in: JPM, SP 500 Valuation, Valuation

Long-Term Returns for the Nasdaq 100

January 5, 2021 Brian Gilmartin Leave a comment

In the study we did of SP 500 returns for the last decade, the 20 years and since 1990, (article…

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Posted in: Average Annual Return, Nasdaq 100, QQQ

Style Box Analysis: Will 2021 be the Year of Trend Change ? Top 10 Holdings as of 12/31/20

January 4, 2021 Brian Gilmartin Leave a comment

The catch-up in mid-cap and small-cap was dramatic in Q4 ’20 per the above numbers, but despite “value” doing better,…

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Posted in: Style analysis, Top 10 Client Holdings

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Fundamentalis

  • It’s a New Year, and At Least So Far, a New Stock Market
  • SP 500 Earnings: Tech Sector Revisions Still Robustly Positive
  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • 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

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