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Author: Brian Gilmartin

The Warning Sign From the Nasdaq-100 and Rebalancing Every June

July 18, 2020 Brian Gilmartin Leave a comment

The “outside reversal day” on Monday, July 13th, 2020 for the Nasdaq 100 still looms large as we approach Q2…

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Posted in: Nasdaq 100, QQQ

SP 500 Weekly Earnings Update: Forward Earnings Curve Moving the Right Way (Still)

July 17, 2020 Brian Gilmartin Leave a comment

The “forward 4-qtr” estimate actually moved higher this week versus last week, coming in at $143.25 versus $142.98 from last…

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Posted in: Forward SP 500 earnings curve, Weekly Earnings Update

Maybe Tech Won’t Crash, But Perhaps Market Leadership Changes

July 14, 2020 Brian Gilmartin Leave a comment

Great post by Gary Morrow (@garysmorrow) on the positive outside day day in the Dow 30 today, versus the downside…

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Posted in: CAT

Technology Sector Suffers It’s First Crisis of Doubt

July 13, 2020 Brian Gilmartin Leave a comment

Jeff Miller published a timely article over at www.dashofinsight.com this weekend. Jeff wondered aloud if it was time to do…

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Posted in: LongTerm Capital Management, Technology

Big Banks Kick Off Q2 ’20 SP 500 Earnings This Week

July 12, 2020 Brian Gilmartin Leave a comment

It was tempting to ask in the headline whether readers were looking for the “over” or “under” on Q2 ’20…

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Posted in: Financial sector, GS, JPM, SCHW, Top 10 Client Holdings

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Fundamentalis

  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High
  • SP 500 Earnings: Wow, the SP 500 Estimated EPS & Revenue Growth Rates Improvements are Remarkable
  • Tech Sector Revenue Growth has Been Accelerating Since Late ’22
  • SP 500 Earnings Update: Q2 ’25 Results Still Robust, Q3 ’25 Revisions Remain Positive
  • Secular Bull Markets: The Shot-Clock is Ticking

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