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Author: Brian Gilmartin

2.15.15: Haven’t Done a Linkfest In A While

February 15, 2015 Brian Gilmartin Leave a comment

Josh Brown is hilarious: read the caption under the G20 picture. JB is a must-read every week. The best of…

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Posted in: EEM, Emerging Markets, US Dollar, UUP, Weekend Link Fest

2.14.15: SP 500 Weekly Earnings Update: Q4′ 14 Earnings Were Strong, Think 2015 Will Be Fine

February 14, 2015 Brian Gilmartin Leave a comment

Per Thomson Reuters, with 391 of the SP 500 having reported q4 ’14 earnings so far, The year-over-year growth in…

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Posted in: Energy sector, Financial sector, Financials, Weekly Earnings Update, XOM

1.71.15: SP 500 Weekly Earnings Update

February 7, 2015 Brian Gilmartin Leave a comment

The equity market bears have now recently become SP 500 earnings bears, and to be frank, at least in terms…

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Posted in: Consumer Discretionary, Crude oil / Energy, Energy sector, Weekly Earnings Update

2.1.15: SP Weekly Earnings Update: Still Not an Earnings Cassandra

February 1, 2015 Brian Gilmartin Leave a comment

According to ThomsonReuters, “This Week in Earnings”, the forward, 4-quarter” earnings estimate for the SP 500 slipped to $121.99, down…

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Posted in: Earnings, Financials, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

1.24.15: SP 500 Weekly Earnings Update: Core SP 500 Earnings Growth on Track for High-Single-Digits

January 24, 2015 Brian Gilmartin Leave a comment

At breakfast this morning, while perusing John Butter’s weekly Factset missive on Sp 500 earnings, John noted that the expected…

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Posted in: AT&T (T), bond proxy, Energy sector, Financial sector, Financials, Technology, VZ, Weekly Earnings Update

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Fundamentalis

  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say

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