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Author: Brian Gilmartin

Style-Box Update: Value May be Just Starting to Outperform

April 1, 2022 Brian Gilmartin Leave a comment

Updating style-box returns as of 3/31/22, using the iShares growth and value ETF’s, “value” continues to outperform growth this calendar…

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Posted in: Style analysis

An Important Chart

March 31, 2022 Brian Gilmartin Leave a comment

The above “monthly” chart of the TNX or the CBOE 10-year Treasury “yield” contract shows that the key Treasury security…

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Posted in: 10-year Treasury yield, TNX

SP 500 Earnings Update: Will 2022 Resemble 2018 ? Inquiring Minds Want to Know

March 26, 2022 Brian Gilmartin Leave a comment

The rise in the 10-year Treasury yield this week from 2.15% as of Friday, March 18, to 2.49% on Friday,…

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Posted in: 10-year Treasury yield, SP 500 estimate revision data, Weekly Earnings Update

Tech Sector +7 to +8% the Last Two Weeks: Still Facing Tough Compares from Q1 and Q2, ’21

March 25, 2022 Brian Gilmartin Leave a comment

Technology has had a nice run from the lows in early March and then again since Monday, March 14th, 2022.…

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Posted in: Amazon, Apple (AAPL), FB, GOOGL, MSFT, Technology

SP 500 Earnings Update: SP 500 +6% This Week as Forward SP 500 Earnings Continue to Improve

March 19, 2022 Brian Gilmartin Leave a comment

The SP 500 jumped 6% this week, in a week many of the pundits are calling a record series of…

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Posted in: Commodities, Weekly Earnings Update

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  • SP 500 Earnings Update: SP 500 Forward EPS Estimates Still Seeing Higher Revisions

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