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Author: Brian Gilmartin

SP 500 Weekly Earnings Update: One Guy, and the Tech Sector

September 17, 2016 Brian Gilmartin Leave a comment

“One Guy” – listening to the Delivering Alpha conference this week with one ear, doing some spreadsheet work, I was…

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Posted in: Apple (AAPL), Asset allocation, TBF - inverse Treasury, Technology, Weekly Earnings Update

SP 500 Weekly Earnings Update: Pay Attention to the Longer SP 500 Earnings Trends

September 10, 2016 Brian Gilmartin Leave a comment

Well. the long expected correction arrived Friday, September 9th, 2016, perhaps due to the 10-year Treasury yield breaking out of…

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Posted in: Bond Market(s), Earnings estimate revisions, Fwd 4-qtr growth rate (SP 500), interest rates, LIBOR, Weekly Earnings Update

A Longer Look at Annual SP 500 Earnings Numbers, Paying Attention to 2017

September 8, 2016 Brian Gilmartin Leave a comment

Occasionally it helps to take a step back and look at the annual SP 500 earnings data: 2017: $134.26 –…

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Posted in: Crude oil / Energy, Earnings, Earnings estimate revisions, Energy ETF's (XLE, Energy sector, S&P 500, SP 500 forecast(s)

A Bigger Picture Look at Today’s Stock Market, From an Historical Perspective

September 5, 2016 Brian Gilmartin Leave a comment

Back in the Spring of 1980, when I was taking my first Money & Banking class, the Fed Funds rate…

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Posted in: Apple (AAPL), Commodities, Emerging Market ETF's (EEM, Emerging Markets, SP 500 Historical Framework, Technology, TNX, US Dollar

SP 500 Weekly Earnings Update: Positive Revisions Improved in Q2 ’16, Lapping Easier Earnings Comp’s in Q4 ’16, Q1 ’17

September 3, 2016 Brian Gilmartin Leave a comment

Basically, the entire SP 500 has reported their Q2 ’16 earnings, with 497 of the 500 SP 500 components now…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • 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)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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