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Author: Brian Gilmartin

This Secular Bull Market’s Long-Term Returns

November 27, 2020 Brian Gilmartin Leave a comment

The weekly SP 500 earnings update will be out tomorrow, Saturday, November 28th, but after dropping the current numbers from…

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Posted in: SP 500 long-term returns

Financials (Again) – Great Rally in the 4th Quarter

November 23, 2020 Brian Gilmartin Leave a comment

As a percentage of the SP 500’s market cap, the Financial sector fell to below 10% to 9.9% of the…

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Posted in: Financial sector, Financials

Market Breadth, Sentiment, Emerging Markets, Oakmark International and A Little More

November 22, 2020 Brian Gilmartin Leave a comment

This Bespoke detail on sentiment is a week old – nothing about broad investor sentiment was contained in this week’s…

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Posted in: EEM, Emerging Market ETF's (EEM, Emerging Markets, stock market sentiment

SP 500 Earnings: SP 500 Forward Earnings Curve

November 21, 2020 Brian Gilmartin Leave a comment

A “12-week rate of change” section was added to the SP 500 forward earnings curve analysis: The data is telling…

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Posted in: Weekly Earnings Update

Style-Box Strategy Update: The Great Rotation Begins

November 14, 2020 Brian Gilmartin Leave a comment

Like the Greek father of the bride in the “Big, Fat Greek Wedding” who believed that pouring Windex on everything…

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Posted in: Uncategorized

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Fundamentalis

  • Nike Earnings Summary: Continued Lack of Revenue Growth is Particularly Disheartening
  • Iran Changed Everything – Can International Equity Sustain the Strength Shown in 2025 ?
  • SP 500 Earnings and a StyleBox Update for March 31 ’26
  • SP 500 Earnings Update: SP 500 Earnings Yield Jumps Back Over 5%
  • Nike Earnings Preview: Nike Really Needs to Return to Mid-Single-Digit Revenue Growth

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