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Author: Brian Gilmartin

StyleBox Update: Value Still Outperforming Growth; International and Non-US Ripe for a Weaker Dollar

January 2, 2023 Brian Gilmartin Leave a comment

2022 was the first year since 2016 that value investing thoroughly trounced growth investing. Click on the above table and…

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Posted in: International (Non-US), Style analysis

Updating SP 500 “Annual” Returns, and Some Other Good Stats for Readers

January 1, 2023 Brian Gilmartin Leave a comment

If only one blog post was done once a month for readers, updating “annual” or “average, annual” returns for the…

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Posted in: annual return, Average Annual Return, Treasuries

SP 500 Earnings Update: 2022 Reset the Shot Clock on the Secular Bull Market

December 30, 2022 Brian Gilmartin Leave a comment

The SP 500 earnings data won’t be much different than last week, and next week, Walgreens is the only company…

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Posted in: Weekly Earnings Update

The Dollar is Weakening: What it Means Broadly and for Large-Cap Tech

December 26, 2022 Brian Gilmartin Leave a comment

The broader aspects of the dollar’s recent weakening will be saved for further down the article, but one thing that…

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Posted in: 2023 Stock & Bond Market Forecast, US Dollar

Estimates Show SP 500 EPS Bottoming in mid-2023

December 24, 2022 Brian Gilmartin Leave a comment

It was exactly one year ago, 12/24/21 – I checked in with former neighbor who lived next door to me…

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Posted in: Weekly Earnings Update

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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
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • 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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