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Author: Brian Gilmartin

A Quick Look at Technology’s Expected EPS Growth Rates in 2021

November 29, 2020 Brian Gilmartin Leave a comment

In the weekly “This Week in Earnings” Refinitiv publishes expected, full-year, growth rates for next year on a weekly basis.…

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Posted in: Technology

SP 500 Earnings: Little Change in the Positive Trends Seen This Year

November 28, 2020 Brian Gilmartin Leave a comment

Last night’s post on examining “average, annual” returns for the SP 500 over various time frames was burning a hole…

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Posted in: Weekly Earnings Update

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

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Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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