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Author: Brian Gilmartin

Three Reasons You Could Conclude This Remains a Secular Bull Market in Stocks

September 2, 2019 Brian Gilmartin Leave a comment

With $164 billion in Chinese imports set to see a 15% tariff beginning the weekend and the Chinese retaliating on…

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Posted in: Secular Bull Market

Energy & Financials: The Energy Sector has Shrunk to Just 4.5% SP 500 Market Cap weight

September 1, 2019 Brian Gilmartin Leave a comment

Energy is now just 4.5% of the SP 500 market cap weight, down from a high of 15% in September,…

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Posted in: Berkshire Hathaway, Energy ETF's (XLE, Energy sector, Financial sector, Financials, JPM

Updating the “Industrial Recovery” Expectation for 2020

August 31, 2019 Brian Gilmartin Leave a comment

In this blog post of August 3rd, 2019, readers were given a heads up on the “upward” revisions occurring to…

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Posted in: 2020 SP 500 Earnings data

SP 500 Earnings Comparisons Start to Get Easier with Q4 ’19

August 29, 2019 Brian Gilmartin Leave a comment

It was the 4th quarter of 2018, where the growth rate started to slow for the SP 500, although we…

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Posted in: 2019 SP 500 earnings, 2020 SP 500 Earnings data

SP 500 Earnings: Some Growth Still Expected, But What a Mess

August 25, 2019 Brian Gilmartin Leave a comment

  The attached headline is from a Factset report dated August 12th, 2019, so with Friday’s “tariff tiff”, expect this…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

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  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High
  • SP 500 Earnings: Wow, the SP 500 Estimated EPS & Revenue Growth Rates Improvements are Remarkable
  • Tech Sector Revenue Growth has Been Accelerating Since Late ’22

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