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Author: Brian Gilmartin

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

SP 500 Weekly Earnings Update

May 26, 2018 Brian Gilmartin Leave a comment

Thomson Reuters IBES data (by the numbers):  Fwd 4-qtr est: $163.80 vs last week’s $164.11 P.E ratio: 16.6x PEG ratio:…

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Posted in: Uncategorized, Weekly Earnings Update

Is it 1994 All Over Again ?

May 22, 2018 Brian Gilmartin Leave a comment

Fwd 4-qtr est: $164.11 vs last week’s $163.16 P.E ratio: 16.5x PEG ratio: 0.76x SP 500 earnings yield: 6.05% vs…

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Posted in: Weekly Earnings Update

Treasury Yields on Verge of Long-Term Breakout

May 17, 2018 Brian Gilmartin Leave a comment

Two charts from two very good technical analysts:       The first chart is from Gary Morrow, a hedge…

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Posted in: 10-year Treasury yield, Bond Market(s)

SP 500 Earnings Update: A Look at the SP 500 Forward Earnings Curve

May 12, 2018 Brian Gilmartin Leave a comment

(This blog’s RSS feed is going away – please resubscribe to this blog at www.fundamentalis.com (no charge) if you wish…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown

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