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Author: Brian Gilmartin

How Does SP 500 Revenue Growth look for Q2 ’17 and full-year 2017 ?

May 16, 2017 Brian Gilmartin Leave a comment

SP 500 earnings are the “straw that stirs the drink” as Reggie Jackson once said about himself during one of…

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Posted in: 2017, SP 500 Revenue Growth

One Amazing Chart and How Q2 ’17 SP 500 Earnings Look Today

May 13, 2017 Brian Gilmartin Leave a comment

B_I_G_Tips_-_It_s_About_Time_-_Equities_Overtake_Treasuries (4) This blog has written many times about Bespoke’s quality research and this week Bespoke and Paul Hickey and…

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Posted in: Amazon, Asset allocation, Brazil (EWZ), Emerging Market ETF's (EEM, Emerging Markets, Weekly Earnings Update

Energy, Commodities and Emerging Markets

May 7, 2017 Brian Gilmartin Leave a comment

Having never owned the Emerging Markets (EM’s) in any form or fashion in the 1990’s and then staying out of…

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Posted in: Amazon, Apple (AAPL), Brazil (EWZ), Commodities, Copper (JJC), Crude oil / Energy, Currency, EEM, Emerging Market ETF's (EEM, Emerging Markets, Facebook (FB), Uncategorized, US Dollar, VWO)

SP 500 Earnings: Big Jump in SP 500’s Forward 4-Qtr Growth Rate

May 6, 2017 Brian Gilmartin Leave a comment

To cut to the chase, here is the chronological progression of the SP 500’s forward growth rate: 5/5/17: +9.8% 4/28/17:…

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Posted in: 2017, 2017 Fiscal Policy, Apple (AAPL), Energy ETF's (XLE, Energy sector, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

SP 500 Earnings Look Great: +13.6% y/y growth – How do Forward Earnings Look ?

April 29, 2017 Brian Gilmartin Leave a comment

In two words, SP 500 forward earnings look “pretty good”. Per Thomson Reuters “This Week in Earnings” Q1 ’17 SP…

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Posted in: Apple (AAPL), Energy ETF's (XLE, Energy sector, FB, Weekly Earnings Update

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Fundamentalis

  • 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
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)

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