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Author: Brian Gilmartin

SP 500 Earnings Update: 2018 was Last Year of “PE Compression”

December 12, 2021 Brian Gilmartin Leave a comment

While having breakfast with a client this past week, someone who has been a client since the late 1990’s, I’m…

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Posted in: PE expansion / contraction, Weekly Earnings Update

SP 500 Earnings Update: Looking at Q4 ’21 Expected Revenue Growth

December 5, 2021 Brian Gilmartin Leave a comment

This week, all the SP 500 EPS metrics continue to look normal: The forward 4-quarter estimate fell $0.06 to $215.97…

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Posted in: Weekly Earnings Update

The SP 500’s Average, Annual Return: Time for Reflection

December 3, 2021 Brian Gilmartin Leave a comment

Source: Ycharts performance calculator All returns as of 11/30/21 The above table was prepared for a client dinner last night…

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Posted in: Average Annual Return

SP 500 Earnings: Steady Increases Across the Board This Week

November 27, 2021 Brian Gilmartin Leave a comment

TheStreet (Jim Cramer’s old site) is reporting this weekend that preliminary Mastercard SpendingPulse for Black Friday sales rose 29.8% with…

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Posted in: VIX, Weekly Earnings Update

Another Look at 2022 SP 500 EPS Growth by Quarter and by Sector

November 21, 2021 Brian Gilmartin Leave a comment

It’s still early to draw useful conclusions about potential 2022 winners and losers, so take all this data with a…

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Posted in: 2022

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