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Author: Brian Gilmartin

Bitcoin: Has a Future as a Medium of Exchange ?

February 27, 2019 Brian Gilmartin Leave a comment

It was interesting to hear Mr. Buffett’s take on Bitcoin in the extended CNBC interview with Becky Quick this week.…

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Posted in: Bitcoin

SP 500 EPS Estimate Revisions: What is it About the First Quarter in Terms of Earnings Weakness ?

February 24, 2019 Brian Gilmartin Leave a comment

When this blog post was written about a month ago, the SP 500 EPS estimate revision data was exhibiting the…

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Posted in: SP 500 estimate revision data

Analyzing SP 500 Earnings Data for Clues to Q4 ’18 Correction – Was There a Tell ?

February 23, 2019 Brian Gilmartin Leave a comment

Maybe a better question for the headline to today’s blog post would have been, “What about the weekly SP 500…

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Posted in: 2019 SP 500 earnings, SP 500 corrections, Standard & Poors Earnings Data, Weekly Earnings Update

Top 10 SP 500 Stocks: How Does Forward Earnings Growth Look ?

February 21, 2019 Brian Gilmartin Leave a comment

  If readers can get on your cheaters and look at the attached spreadsheet, you’ll see the expected 2019 EPS…

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Posted in: 2019 SP 500 earnings, Growth v Value, Top 10 Earnings weights

Style Box Update: Small and Mid-Cap Value Outperforming Large-Cap Growth

February 17, 2019 Brian Gilmartin Leave a comment

  The bounce in the various US equity asset classes since December 24th and December 26th, is resulting in the…

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Posted in: Style analysis

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Fundamentalis

  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?

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