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Author: Brian Gilmartin

FOMC Day: SP 500 Must Hold February ’18 Low of 2,532

December 19, 2018 Brian Gilmartin Leave a comment

The SP 500 must hold 2,532 or the February 9th, 2018 low today and the rest of the week. What’s…

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Posted in: AGG, FDX, Technical Analysis

A Brief History of the SP 500 Earnings Yield

December 17, 2018 Brian Gilmartin Leave a comment

Saturday’s blog post declaring that the SP 500’s “earning yield” as of Friday, December 14th’s close, was the highest since…

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Posted in: SP 500 Earnings Yield

What was Done Well (and Not so Well) for Clients in 2018

December 16, 2018 Brian Gilmartin Leave a comment

Here is a quick summary of how client’s were positioned in 2018, and what worked and what didnt: Microsoft (MSFT)…

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Posted in: 1994, 2018, Apple (AAPL), Financial sector, Financials, Uncategorized

SP 500 Earnings Yield Now The Highest Since Jan ’16

December 15, 2018 Brian Gilmartin Leave a comment

The SP 500 is down roughly 10% – 11% from its late September ’18 high and yet market bearishness is…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

Updating 2019 Earnings for Top 10 SP 500 Co’s and Top 10 Financial Positions

December 14, 2018 Brian Gilmartin Leave a comment

This was a relevant post by David Templeton of Horan Capital Advisors this week. I thought it was best addressed…

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Posted in: 2019 SP 500 earnings, Financial sector, Financials

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