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Author: Brian Gilmartin

1.4.14: Long-term Earnings Growth, SP 500 Returns and Treasury Returns (and our ’14 forecast)

January 5, 2014 Brian Gilmartin Leave a comment

Here is an Excel spreadsheet we prepared using both ThomsonReuters Sp 500 earnings data, andĀ Morningstar Ibbotson data from the Stocks,…

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Posted in: interest rates, SP 500 forecast(s)

1.4.14: SP 500 Earnings Update: Forward 4-Qtr Estimate on SP 500 Jumps to $120.77

January 4, 2014 Brian Gilmartin Leave a comment

One of our best calls in 2013: http://finance.yahoo.com/blogs/big-data-download/home-depot-boosting-earnings-without-stores-153407840.html. We did a “Big Data Download” segment with Courtney Reagan and Aaron…

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Posted in: S&P 500, Weekly Earnings Update

12.29.13: What We Did Well (and Not So Well) For Clients in 2013

January 3, 2014 Brian Gilmartin Leave a comment

In brief, it was a good year for client accounts in 2013, both in terms of relative and absolute returns.…

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Posted in: AA, Basic Materials, Consumer Staples, FB, IBM, ISRG, SCHW, WMT, X

12.31.13: What We are Thankful for Heading into 2014

December 31, 2013 Brian Gilmartin Leave a comment

Each year, we take time to try and thank those people, either personal or professional, that have helped me become…

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Posted in: Uncategorized

12.30.13: SP 500 Corrections off the March, 2009 market low

December 30, 2013 Brian Gilmartin Leave a comment

We’ll be out with our 2014 thoughts later this week, although we think 2014 could be another decent year for…

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Posted in: SP 500 corrections

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Fundamentalis

  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
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  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week

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