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Author: Brian Gilmartin

SP 500 Earnings: Forward 4-Qtr Growth Rate at 9.87% – 5 year high

August 12, 2017 Brian Gilmartin Leave a comment

There is actually a ton of good data to write about this week, but the content will be doled out…

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Posted in: EPS estimate revisions, Factset, Factset earnings data, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update, WMT

Forward SP 500 Earnings Look Very Good

August 4, 2017 Brian Gilmartin Leave a comment

Let’s run through the weekly earnings data from Thomson Reuters I/B/E/S: Forward 4-quarter estimate: $138.42 P.E ratio: 17.9(x) PEG ratio:…

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Posted in: Apple (AAPL), Financial sector, Financials, Weekly Earnings Update

Dollar Is Very Stretched

August 3, 2017 Brian Gilmartin Leave a comment

Good chart from Chris Kimble’s technical analysis service. The sustained dollar weakness has been one of the surprises to 2017.…

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Posted in: 10-year Treasury yield, EEM, Emerging Market ETF's (EEM, Emerging Markets, VWO)

10-Year Treasury Yield at Critical Level

July 31, 2017 Brian Gilmartin Leave a comment

  Looking at the “weekly” chart of the TNX, the CBOE 10-year Treasury Yield Index, Id say the 10-year Treasury…

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Posted in: 10-year Treasury yield, TBF - inverse Treasury, Treasuries

Looking at Q4 ’17 Revisions, Expect a Strong Finish to 2017

July 29, 2017 Brian Gilmartin Leave a comment

Everyone and their brother is commenting on q2 ’17 SP 500 earnings results, and the numbers so far look good.…

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Posted in: Amazon, Apple (AAPL), Biotech, Biotech sector / earnings, Weekly Earnings Update

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Fundamentalis

  • Netflix Earnings Preview: Margin Guidance Continues to be Revised Higher
  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps

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