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Author: Brian Gilmartin

SP 500 Weekly Earnings Update: Q2 ’19 Off to Better Start than Q1 ’19

July 22, 2019 Brian Gilmartin Leave a comment

  The above graph is featured every week (and updated weekly) on the front page of “This Week in Earnings”,…

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Posted in: Weekly Earnings Update

Check this Sentiment Chart

July 16, 2019 Brian Gilmartin Leave a comment

Bernie Schaeffer’s – Schaeffer’s Investment Research – “Despondent Survey” is at an interesting level:   From talking to clients and…

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Posted in: 2008 Financial Crisis, SP 500 Historical Framework, stock market sentiment

SP 500 Earnings Update: Financial Sector Starts Reporting Next Week

July 12, 2019 Brian Gilmartin Leave a comment

About 10% of the SP 500 will report next week, and 24 of those 52 scheduled reports will be Financial…

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Posted in: Weekly Earnings Update

SP 500 Earnings Expectations as Low as 2016 – Let’s Compare the Periods

July 7, 2019 Brian Gilmartin Leave a comment

Source: IBES by Refinitiv sector data   Here is the historical EPS and revenue growth by sector for the SP…

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Posted in: Consumer Discretionary, SP 500 Revenue Growth

On SP 500 Valuation, PE expansion / compression, and the Financial Sector

July 6, 2019 Brian Gilmartin Leave a comment

Dr. David Kelly and his team at JP Morgan put together – each quarter – one of the best capital…

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Posted in: Financial sector, Financials, PE expansion / contraction, SP 500 Valuation

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Fundamentalis

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