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Category: 2017 Fiscal Policy

Is the Treasury and Assorted Bond Markets in Trouble ?

February 19, 2018 Brian Gilmartin Leave a comment

  This graph, lifted from Chris Kimble Solutions, the great technician out of Cincinnati, show shows the 10-year Treasury yield…

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Posted in: 10-year Treasury yield, 2017 Fiscal Policy, 2017 Tax reform, AGG, TLT, TNX, Treasuries

What Will be the SP 500 Earnings “Underbid” This Quarter ?

January 11, 2018 Brian Gilmartin Leave a comment

Q4 ’17 earnings start tomorrow with the big banks, and the question always is,”what will be the actual SP 500…

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Posted in: 2017 Fiscal Policy, 2017 Tax reform, Technology

Could 2018 See 3.9% Unemployment for the First Time Since 1960’s?

January 4, 2018 Brian Gilmartin Leave a comment

https://data.bls.gov/timeseries/LNU04000000?periods=Annual+Data&periods_option=specific_periods&years_option=all_years The above link is a data set from the BLS for post World War II unemployment rates, and with…

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Posted in: 10-year Treasury yield, 2017 Fiscal Policy, 2017 Tax reform, 2018, Bond Funds, Bond Market(s), Financial sector, Financials

A look at 4th Quarter ’17 Earnings Expectations w Cash Repatriation updated spreadsheet

November 30, 2017 Brian Gilmartin Leave a comment

Q4 ’17 revenue expectations:  Energy: +17% Technology: +10% Basic Mat: +9.7% Utilities: +7.6% Industrials: +7.2% Real Estate: +6.4% Cons Disc:…

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Posted in: 2017 Fiscal Policy, Cash repatriation s/sheet, SP 500 Revenue Growth, Standard & Poors Earnings Data

A longer Look at SP 500 Earnings

May 26, 2017 Brian Gilmartin Leave a comment

2019 est: +10% 2018 est: +12% 2017 est: +11% 2016: +1% 2015: -1% 2014: +8% 2013: +6% 2012 +6% 2011:+15%…

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Posted in: 2017, 2017 Fiscal Policy, Brazil (EWZ), EEM, Emerging Market ETF's (EEM, Emerging Markets, Energy ETF's (XLE, Energy sector, VWO)

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