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Author: Brian Gilmartin

Looking EPS and Revenue Volatility around the Energy Sector

December 7, 2019 Brian Gilmartin Leave a comment

How much variance is there around y/y EPS and revenue growth in the Energy Sector ? Here is the historical…

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Posted in: Energy ETF's (XLE, Energy sector

SP 500 Weekly Earnings Update: Forward Estimate Growth Rate Showing Signs of a Bottom

December 6, 2019 Brian Gilmartin Leave a comment

First order of business this week is to relay to readers a note received this past week, from John Butters,…

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Posted in: Weekly Earnings Update

2020 SP 500 Sector Growth Rates Updated: Watch Consumer Discretionary

December 1, 2019 Brian Gilmartin Leave a comment

  The two sectors highlighted in heavy black borders are the sectors which are seeing higher estimated earnings growth revisions…

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Posted in: 2020 SP 500 Earnings data, Amazon, Consumer Discretionary

SP 500 Earnings Update: Adjusting for Tax Reform, 2019’s SP 500 EPS Growth is Roughly 8%

November 30, 2019 Brian Gilmartin Leave a comment

Updating the numbers this holiday weekend, the expected 2019 SP 500 estimate today is $162.20 vs 2019’s actual tax-cut-aided $161.93,…

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Posted in: 2017 Tax reform, 2018, Weekly Earnings Update

Some Perspective on Gold, Perhaps Contrary to Popular Thinking

November 26, 2019 Brian Gilmartin Leave a comment

Contrary to most investors thinking that gold is primarily an inflation hedge, thinking about gold and its correlation to long-term…

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Posted in: GLD, Gold

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