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Category: SP 500 Historical Framework

The Odds of a 50% Stock Market Correction

February 9, 2022 Brian Gilmartin Leave a comment

In a few words, the probabilities are likely pretty low. My own opinion was that we (meaning readers, investors and…

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Posted in: SP 500 corrections, SP 500 Historical Framework

Check this Sentiment Chart

July 16, 2019 Brian Gilmartin Leave a comment

Bernie Schaeffer’s – Schaeffer’s Investment Research – “Despondent Survey” is at an interesting level:   From talking to clients and…

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Posted in: 2008 Financial Crisis, SP 500 Historical Framework, stock market sentiment

Since 1970, In Years When the SP 500 Returned 20%, What (Usually) Happened Next ?

December 11, 2017 Brian Gilmartin Leave a comment

Morningstar’s Stock, Bond, Bills & Inflation has some interesting long-term capital market information, much of it from Morningstar’s acquisition of…

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Posted in: 2018, SP 500 Historical Framework

A Bigger Picture Look at Today’s Stock Market, From an Historical Perspective

September 5, 2016 Brian Gilmartin Leave a comment

Back in the Spring of 1980, when I was taking my first Money & Banking class, the Fed Funds rate…

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Posted in: Apple (AAPL), Commodities, Emerging Market ETF's (EEM, Emerging Markets, SP 500 Historical Framework, Technology, TNX, US Dollar

Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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