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Author: Brian Gilmartin

SP 500 Earnings – Will the Benchmark’s Forward Estimates Bottom w/ Q2 ’19 Results ?

June 28, 2019 Brian Gilmartin Leave a comment

Well the additional tariffs – if they happen – will impact the forward estimates, but expectations coming into the start…

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Posted in: 2019 SP 500 earnings, Weekly Earnings Update

Are Financials Now a Value Play ? 12% Market Cap vs the 20% Earnings Weight

June 27, 2019 Brian Gilmartin Leave a comment

  Attached is a weekly chart of Schwab (SCHW), clients 2nd largest holding behind Microsoft, and a mutual fund firm…

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Posted in: Financial sector, Financials

Will the SP 500 Retreat Again From This Latest All-Time-High ?

June 24, 2019 Brian Gilmartin Leave a comment

  This daily chart shows the 3 peaks and subsequent corrections in the SP 500 since late January ’18, and…

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Posted in: Uncategorized

SP 500 Earnings Update: Expect to See $175 – $176 for Forward Estimate on July 1

June 22, 2019 Brian Gilmartin Leave a comment

We are presently in “the dead zone” of earnings reports and revisions, as – according to IBES by Refinitiv data…

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Posted in: 10-year Treasury yield, HYG, Weekly Earnings Update

Good Breadth – One Reason to be Bullish

June 17, 2019 Brian Gilmartin Leave a comment

This morning’s Empire Report not withstanding, (the weakest since June, 2011 per Bespoke), while the market sentiment has firmly tilted…

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Posted in: 1994, Market breadth

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  • SP 500 Earnings: Wow, the SP 500 Estimated EPS & Revenue Growth Rates Improvements are Remarkable
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