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Category: Uncategorized

Forward SP 500 EPS Estimates Continue Higher – Pretty Remarkable

November 7, 2020 Brian Gilmartin Leave a comment

With Joe Biden being declared the 46th President of the United States as this blog update was being put to…

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Emerging Market ETF Breaking Downtrend Line off 2007 High

November 5, 2020 Brian Gilmartin Leave a comment

This blog has written about the emerging markets frequently over the past few years, and needless to say the asset…

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Credit Risk Still Holding Up. Treasury Yield Curve Steepens. Top 10 Holdings as of October 31.

November 1, 2020 Brian Gilmartin Leave a comment

Looking over the Bloomberg data updated weekly, it still appears that corporate credit risk is not reacting to the trading…

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Higher SP 500 EPS Revisions are Great. The Price Action is Not.

October 30, 2020 Brian Gilmartin Leave a comment

The scariest thing I read this week (Thursday) is that Walmart was stopping the sale of guns and ammo due…

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What Might SP 500 EPS Estimates Look Like in 2021 with Higher Corporate Tax Rates ?

October 28, 2020 Brian Gilmartin Leave a comment

Briefing.com published a summary of each Presidential candidates tax plan and potential impact on Monday, October 26th, 2020. Both candidates…

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Fundamentalis

  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

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