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Author: Brian Gilmartin

12.28.13: SP 500 Earnings Update: Expect 10% y/y SP 500 Earnings Growth in q4 ’13 – Best in 2 years

December 28, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” SP 500 earnings estimate fell this past week to $116.94 for a $0.71 decline. The…

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Posted in: Weekly Earnings Update

12.22.13: Weekend Links of Some Gravitas

December 22, 2013 Brian Gilmartin Leave a comment

One of the best tweets of the week, from Josh Brown (naturally) who linked this Harvard study noting that for…

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Posted in: BAC, BBY, Bond Market(s), CME, FCX, Financial sector, Financials, HPQ, HYG, JCP, JNK, Municipal Bond market, Uncategorized, Weekend Link Fest

12.21.13: SP 500 Earnings Update: Secular Bull Markets led by Earnings Growth and P.E Expansion

December 21, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuter’s “This Week in Earnings”, the forward 4-quarter earnings estimate for the SP 500 fell slightly to $117.65 from…

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

12.15.13: Interesting Reads from our Weekend Immersion

December 15, 2013 Brian Gilmartin Leave a comment

Every Saturday and Sunday morning, I crawl up in the corner table at my weekend breakfast joint and read the…

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Posted in: Bond Funds, Bond Market(s), Facebook (FB), FB, Municipal Bond market, TBF - inverse Treasury, Uncategorized, Weekend Link Fest

12.14.13: SP 500 Earnings Update: A Bet Against SP 500 Earnings in 2014, Will Be the Wrong Bet

December 14, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuter’s “This Week in Earnings”, the forward 4-quarter estimate for the SP 500 rose $0.03 this week to $117.84,…

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Posted in: CNBC, CSCO, Earnings, Earnings estimate revisions, Fed Model, Fwd 4-qtr growth rate (SP 500), interest rates, S&P 500, SP 500 forecast(s), 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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