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Author: Brian Gilmartin

Weekly SP 500 Earnings Update: Sequential Increases in the Forward Estimate Continue

October 9, 2020 Brian Gilmartin Leave a comment

The forward 4-quarter estimate for the SP 500 returned to its familiar pattern of sequentially moving higher this week, printing…

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Posted in: Uncategorized, Weekly Earnings Update

Financial Sector’s Expected 2020 and 2021 EPS and Revenue Growth

October 6, 2020 Brian Gilmartin Leave a comment

(Thanks to David Aurelio and Tajinder Dhillon of Refinitiv IBES for providing above data.) Here is what struck me about…

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Posted in: Financial sector, Financials

Growing Worries Over Rising Interest Rates

October 5, 2020 Brian Gilmartin Leave a comment

Sam LaDuc over at Samantha LaDuc trading out of the Boston area, published this missive on Election Risks and Opportunities…

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Posted in: Uncategorized

Long-Term SP 500 Returns, Election Event Risk, Financial Sector and More

October 4, 2020 Brian Gilmartin Leave a comment

Jeff Miller, over at A Dash of Insight, posted this missive (www.dashofinsight.com/weighing-the-week-ahead-should-investors-change-course-because-of-the-potus-diagnosis/) this weekend questioning whether investors should chance course…

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Posted in: 10-year Treasury yield, Average Annual Return, Bespoke, Financial sector, Financials

Weekly Earnings and a Look at SP 500’s Valuation Metrics

October 2, 2020 Brian Gilmartin Leave a comment

Every quarter, JP Morgan’s Dr. David Kelly and the JP Morgan Research team publish their “Guide to the Market”, which…

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Posted in: Uncategorized

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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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