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Category: Uncategorized

Weekly SP 500 Earnings Update: Sequential Increases in the Forward Estimate Continue

October 9, 2020 Brian Gilmartin Leave a comment

The forward 4-quarter estimate for the SP 500 returned to its familiar pattern of sequentially moving higher this week, printing…

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Posted in: Uncategorized, Weekly Earnings Update

Growing Worries Over Rising Interest Rates

October 5, 2020 Brian Gilmartin Leave a comment

Sam LaDuc over at Samantha LaDuc trading out of the Boston area, published this missive on Election Risks and Opportunities…

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Posted in: Uncategorized

Weekly Earnings and a Look at SP 500’s Valuation Metrics

October 2, 2020 Brian Gilmartin Leave a comment

Every quarter, JP Morgan’s Dr. David Kelly and the JP Morgan Research team publish their “Guide to the Market”, which…

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Posted in: Uncategorized

Q3 ’20 GDP Expectations, “Average, Annual” Return, Bespoke’s Rotation Risk, and Top 10 Holdings

September 1, 2020 Brian Gilmartin Leave a comment

From Ed Yardeni’s blog on Tuesday, 8/25: “1) GDPNow model tracking at 25.6% for Q2. (2) Citi’s economic surprise index…

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Posted in: Average Annual Return, Top 10 Client Holdings, Uncategorized

StyleBox Analysis Update: Large-Cap Growth Still in the Lead

August 12, 2019 Brian Gilmartin Leave a comment

  After “value” started out 2019 pretty well, outperforming “growth”, large and mid-cap growth have widened the lead again from…

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Posted in: Style analysis, Uncategorized

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Fundamentalis

  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
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  • 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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