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Category: Reversion to the mean

Are Investors Facing a Decade of Flat to Negative Bond Market Returns ?

March 15, 2017 Brian Gilmartin Leave a comment

There is a whole generation of investors that think that bonds and bond funds, and bond ETF’s are “safe”, i.e.…

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Posted in: 2017, 2017 Fiscal Policy, Bond Market(s), interest rates, Reversion to the mean, TLT, Treasuries

6.24.14: For “Reversion to the Mean” believers, US Equities Still Look Good

June 24, 2014 Brian Gilmartin Leave a comment

We were fortunate to be invited to a BlackRock “Alts” conference in Chicago last week, presumably the group was in…

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Posted in: Reversion to the mean

Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • 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

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