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Author: Brian Gilmartin

7.5.14: Weekend Readings – Blogs, Tweets and Others You Must Read

July 6, 2014 Brian Gilmartin Leave a comment

This week, Alcoa starts off q2 ’14 earnings season on Tuesday night after the closing bell. Let me get this…

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Posted in: AA, Basic Materials, CNBC, FCX, HYD, HYG, Weekend Link Fest, X

7.4.14: Weekly Earnings Update: Expect q2 ’14 SP 500 Earnings Growth in 9% – 9.5% Neighborhood

July 4, 2014 Brian Gilmartin Leave a comment

Because of the quarterly bump into the July quarter, (and, according to Thomson Reuters), the forward 4-quarter estimate this week…

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Posted in: AA, Earnings estimate revisions, S&P 500, Sector Earnings Growth Estimates, SP 500 Revenue Growth, Weekly Earnings Update, WFC

7.3.14: 10-Year Treasury Yield Can’t Crack 2.66%

July 3, 2014 Brian Gilmartin Leave a comment

Despite ANOTHER strong nonfarm payroll report of +288,000 net new jobs created in June, 2014 by the US economy, the…

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Posted in: interest rates, TBF - inverse Treasury

7.2.14: How Important was Intel’s Upside Surprise ?

July 2, 2014 Brian Gilmartin Leave a comment

We’ve occasionally posted this spreadsheet to the blog: it shows upward and downward revisions for all of the publicly-traded companies…

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Posted in: Earnings estimate revisions, INTC, mu, Sector Earnings Growth Estimates

6.30.14: Historical SP 500 Revenue Growth

June 30, 2014 Brian Gilmartin Leave a comment

FCSP500revgro(qtrly) The above link shows the recent history of SP 500 revenue growth dating back to q1, 2000. Readers get…

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Posted in: S&P 500, SP 500 forecast(s), SP 500 Revenue Growth

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Fundamentalis

  • 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
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate

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