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Author: Brian Gilmartin

SP 500 Earnings: 2nd Consecutive Week of 2019 and 2020 Estimate Improvement

May 18, 2019 Brian Gilmartin Leave a comment

Despite the market volatility this week, with the SP 500 falling 2.4% on Monday, May 13th after President Trump’s China…

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Posted in: 2019 SP 500 earnings, SP 500 Earnings Yield, Weekly Earnings Update

Style Box Update: Small and Mid-Cap “Value” Closes Performance Gap vs Growth

May 12, 2019 Brian Gilmartin Leave a comment

  “Value” hasn’t significantly outperformed “Growth” since 2016 and even then it was only for a year or so. Is…

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Posted in: Style analysis

Is the SP 500 Experiencing a Secular Bull Market ?

May 11, 2019 Brian Gilmartin Leave a comment

Well, in a word, “yes” which should surprise no one. Back in the early 2000’s, while writing for TheStreet, there…

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Posted in: 10-year Treasury yield, Secular Bull Market

Despite Tariff Fears, ’19 and ’20 SP 500 EPS Estimates See First Signs of Improvement

May 10, 2019 Brian Gilmartin Leave a comment

  May seem like a small data point but this week showed the first sequential improvement in the “4-week” rate…

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Posted in: 10-year Treasury yield, SP 500 Earnings Yield, SP 500 estimate revision data

Credit Markets Give Green Light to All-Time SP 500 Highs

May 5, 2019 Brian Gilmartin Leave a comment

Before the last January ’18, February ’18 plunge in the equity markets. the SP 500 peaked on January 26th, 2018…

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Posted in: Bond Market(s), Corporate High Yield, Credit markets

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