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Category: stock market sentiment

Breadth & Sentiment: The “No BS Model”

August 27, 2018 Brian Gilmartin Leave a comment

Readers know my appreciation of Bespoke’s work, the firm started by Paul Hickey and his crew after coming out of…

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Posted in: Market breadth, stock market sentiment

Are Retail Investors Still Reliving 2008 ?

April 23, 2018 Brian Gilmartin Leave a comment

5 weeks ago, Jason Zweig of the Wall Street Journal wrote a great article about the loss of trust in…

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Posted in: Secular Bull Market, stock market sentiment

Will 2018 be a Year of “P.E Contraction” ?

December 15, 2017 Brian Gilmartin Leave a comment

Suddenly all the prognosticators are bullish. Individual investor sentiment had risen the last few weeks: Bespoke put out their graph…

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Posted in: Morningstar data, Standard & Poors Earnings Data, stock market sentiment

What is Worrisome about this Stock Market, and Where Readers Might Find Value

November 5, 2017 Brian Gilmartin Leave a comment

Two items read this week, were a little worrisome: 1.) Liz Ann Sonders, Schwab’s great strategist, posted this to Twitter…

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Posted in: Bespoke, Biotech, Biotech sector / earnings, CME, EEM, Emerging Market ETF's (EEM, Emerging Markets, GS, Horan Capital, JPM, QQQ, SeeitMarket, stock market sentiment, Technology

One amazing metric…

March 3, 2017 Brian Gilmartin Leave a comment

Bullish Sentiment Lower: What Else is New? The one still amazing metric about this bull market in the SP 500…

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Posted in: stock market sentiment

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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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