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Author: Brian Gilmartin

SP 500 Valuation and the Potential for a Correction

November 18, 2019 Brian Gilmartin Leave a comment

  Each quarter Dr. David Kelly, the Chief Global Strategist for JP Morgan and his team, publish the “Guide to…

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Posted in: Bespoke, JPM, SP 500 Valuation

SP 500 Earnings: Maybe the SP 500’s “Forward Estimate” Has Finally Bottomed

November 17, 2019 Brian Gilmartin Leave a comment

With yesterday’s post, the SP 500 earnings data was not posted. SP 500 earnings data (by the numbers): Using forward…

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Posted in: Fwd 4-qtr growth rate (SP 500)

SP 500 Weekly Earnings Update: Might be Quiet on Earnings Front till December ’19

November 16, 2019 Brian Gilmartin Leave a comment

Per IBES 461, of the SP 500 have reported their Q3 ’19 results. We continue to lap toughest quarter of…

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Posted in: 2018, Weekly Earnings Update

Style Box Update – Mid-November ’19

November 15, 2019 Brian Gilmartin Leave a comment

Here is our twice-quarterly style box spreadsheet for readers. To preface the content, using iShare ETF’s for style-box returns, Value…

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Posted in: Style analysis

2020 Predictions – The Avalanche Begins

November 13, 2019 Brian Gilmartin Leave a comment

  Apologies for the condensed spreadsheet but i wanted to show readers the consistency (so far) of expected 2020 SP…

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Posted in: 2020 SP 500 Earnings data, DataTrek

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