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Author: Brian Gilmartin

A Peek at Q2 ’18 Expected Earnings and a Closer Look at the Technology Sector

June 9, 2018 Brian Gilmartin Leave a comment

  The above was cut-and-pasted from Friday, June 8th’s “This Week in Earnings” and the table shows how SP 500…

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Posted in: Technology, Weekly Earnings Update

Tracking the SP 500 “Earnings Yield”

June 2, 2018 Brian Gilmartin Leave a comment

After the recent slippage in the forward estimate the last few weeks, a couple readers emailed and noted the decline…

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Posted in: SP 500 Earnings Yield, Standard & Poors Earnings Data, Weekly Earnings Update

Emerging Markets – What Now ?

June 1, 2018 Brian Gilmartin Leave a comment

The Emerging Markets ended a 10-year bear market in Q1 ’16, as the EEM (iShares MSCI ETF) peaked in the…

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Posted in: Brazil (EWZ), China Yuan devaluation, EEM, Emerging Market ETF's (EEM, Emerging Markets

Top 5 Market Cap Weights – SP 500 (SPY)

May 29, 2018 Brian Gilmartin Leave a comment

Many thanks to David Aurelio of Thomson Reuters with helping out on the above table. This blog updates this table…

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Posted in: Market-Cap weights

Which Does Bond Market Fear More – Commodity or Wage Inflation ?

May 27, 2018 Brian Gilmartin Leave a comment

(Readers, if you havent already don’t forget to re-subscribe to the blog. We’ve made some technology changes and plan on…

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Posted in: Uncategorized

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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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