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Category: SP 500 Valuation

SP 500 Valuation Still Not Unreasonable

April 6, 2017 Brian Gilmartin Leave a comment

Valuation makes for a poor timing tool, although long-term investors need to keep one eye on the metrics to remain…

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Posted in: SP 500 Valuation

SP 500 Valuation: Seems Reasonable Presently and Walking Up SP 500 Earnings Growth

February 8, 2017 Brian Gilmartin Leave a comment

Seth Klarman, a well-known value investor in a recent letter to clients, talked about “perilously high valuations”. In addition, we…

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Posted in: 2017 Fiscal Policy, Amazon, SP 500 Valuation

Have We Just Begun a Secular Bear Market ?

January 25, 2016 Brian Gilmartin Leave a comment

In a word, I would say, “No”. But it’s being played up in the financial media like the recent PowerBall…

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Posted in: Bond Market(s), Financial sector, S&P 500, SP 500 corrections, SP 500 Valuation, Technology

Looking at the SP 500’s Valuation

May 13, 2015 Brian Gilmartin Leave a comment

A better title for tonight’s post might be “What is the True Growth Rate of Q1 ’15 SP 500 Earnings…

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Posted in: Apple (AAPL), Bond Market(s), Energy sector, S&P 500, SP 500 Valuation

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Fundamentalis

  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

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