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Author: Brian Gilmartin

SP 500 Earnings: Still Firming Up but SP 500 Couldn’t Close Above July ’23 High

December 8, 2023 Brian Gilmartin Leave a comment

There’s nothing wrong with the trends in SP 500 earnings data, at least what’s tracked weekly at Refinitiv, since the…

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Posted in: Costco (COST), CPI / PPI, ORCL, Weekly Earnings Update

StyleBox Update: 3-year Growth Numbers Still Low-Single-Digits

December 5, 2023 Brian Gilmartin Leave a comment

This update is usually posted every 6 weeks, but thanks to the schedule, it wasn’t updated until November 30th for…

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Posted in: Style analysis

Time Left in Secular Bull Equity Market – Part II

December 4, 2023 Brian Gilmartin Leave a comment

Last week, with Part I asking the same question about time remaining in this secular bull equity market, I tried…

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Posted in: 10-year Treasury yield, Bond Market(s), Decade from 2000 to 2009, FOMC meeting, KRE - Regional Bank ETF, SCHW

SP 500 Earnings: Nice Bump in SP 500 Forward Estimates

December 2, 2023 Brian Gilmartin Leave a comment

Readers will see a nice bump in forward estimates this week, probably at least partially due to Salesforce (CRM), Workday…

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Posted in: SP 500 EPS "rate-of-change", Weekly Earnings Update

How Much Time Might Be Left in This Secular Bull Market ?

November 26, 2023 Brian Gilmartin Leave a comment

For this post-Thanksgiving week, the important economic release is the October PCE and PCE Core data coming out Thursday morning,…

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Posted in: jobless claims, PCE / PCE Core

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Fundamentalis

  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve

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