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Author: Brian Gilmartin

Financial Sector – Sharp Improvement to Expected Growth Rates

October 25, 2020 Brian Gilmartin Leave a comment

Looking at the quarter-by quarter data from IBES by Refinitiv, the sharp upward improvement to the Financial sector’s expected growth…

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Stay With Financials: Forward SP 500 Earnings Revisions Look Great

October 23, 2020 Brian Gilmartin Leave a comment

Thursday night, a post was stuck on this blog about what the markets are telling us about the Presidential election.…

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What the Markets are Telling Us about the President Election

October 22, 2020 Brian Gilmartin Leave a comment

First, the bounce in the marijuana stocks are probably telling us that Joe Biden has taken the presumed lead of…

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Forward SP 500 Earnings Still Moving the Right Direction

October 16, 2020 Brian Gilmartin Leave a comment

The thought is to start this weekend’s SP 500 earnings update with the y/y growth rates for Q3 ’20 through…

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Bank / Financial Earnings Releases Start This Week. All Eyes on Consumer Credit

October 10, 2020 Brian Gilmartin Leave a comment

JP Morgan reports their Q3 ’20 financial results on Tuesday morning, October 13th, 2020, followed up by Bank of America…

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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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