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Category: US Dollar

SP 500 Earnings: Estimates Slip in 2023 / Recession Worries Start to Multiply

May 27, 2022 Brian Gilmartin Leave a comment

Looking at the capital markets action this week, credit spreads improved, the US dollar fell (as measured by the UUP),…

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Posted in: 10-year Treasury yield, US Dollar, US jobs growth

SP 500 Earnings Update: SP 500 PE now 17x, Earnings Yield at 5.85% and Forward Estimates Rise Again

May 14, 2022 Brian Gilmartin Leave a comment

The true dichotomy in 2022’s stock market is that SP 500 forward estimates continue to be revised higher, while the…

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Posted in: 10-year Treasury yield, SP 500 Earnings Yield, US Dollar, UUP, Weekly Earnings Update

This and That: The Dollar, the FOMC Meeting Next Week, Mega-Cap Earnings

April 28, 2022 Brian Gilmartin Leave a comment

Chris Kimble of Kimble Charting Solutions out of Cincinnati – a very good technician – talking about the US dollar…

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Posted in: Financial sector, Financials, FOMC meeting, US Dollar

Emerging Markets Update: So Bad it’s Good ?

May 13, 2020 Brian Gilmartin Leave a comment

Looking at the carnage today, the one aspect of the trade that stood out was the lack of damage to…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, Oakmark International, US Dollar

Frustration with Emerging Markets. Watch that “Average Annual” Return

February 20, 2020 Brian Gilmartin Leave a comment

While the sell decision is usually one of the more “opaque” and uncertain decisions a portfolio manager can make, (and…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, Joel Greenblatt, US Dollar

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