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Author: Brian Gilmartin

SP 500 Earnings Update: How have 2019 Sector Growth Rates Changed in Last 8 Weeks ?

June 1, 2019 Brian Gilmartin Leave a comment

“Worst Week for Stock Markets since Christmas” (presumably Christmas ’18). The headline is a Bloomberg quote caught while prepping the…

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Posted in: Weekly Earnings Update

Financials, Overbought Utilities and the Dollar

May 29, 2019 Brian Gilmartin Leave a comment

Frustrating Financials:   Financial’s are clients 2nd largest sector weighting behind Technology for the last several years. The aboce chart…

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Posted in: Financial sector, Financials, US Dollar, Utilities

Too Soon to Look at 2020 SP 500 EPS Growth ?

May 26, 2019 Brian Gilmartin Leave a comment

We are just 7 months from the calendar rolling into 2020. The first EPS estimate for 2020 was actually published…

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Posted in: 2019 SP 500 earnings

SP 500 Earnings: SP 500 Earnings Yield Back above 6%

May 25, 2019 Brian Gilmartin Leave a comment

The SP 500 earnings yield was 6.05% as of Friday’s close, and the 2nd week in a row where the…

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Posted in: SP 500 Earnings Yield

SP 500 Has Experienced “PE Compression” the Last 16 Months – What Now ?

May 19, 2019 Brian Gilmartin Leave a comment

This blog post on the credit markets on May 5th, gave the first reference to the SP 500 being flat over…

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Posted in: PE expansion / contraction, stock market sentiment

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