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Category: XLF

SP 500 Earnings Update: Is the SP 500 Earnings Turn Beginning ?

April 19, 2019 Brian Gilmartin Leave a comment

A focus on the Health Care sector and historical revenue and earnings growth will come this weekend. The sector has…

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Posted in: Financial sector, Financials, Uncategorized, XLF

Financials – Trading like It’s 1994 (Again)

September 3, 2018 Brian Gilmartin Leave a comment

One of the classic years we saw “PE compression” was 1994, when Alan Greenspan really caught the Street and the…

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Posted in: CME, Financial sector, Financials, JPM, SCHW, XLF

Treasury Action and Time for the Financial Sector to Rally ?

June 25, 2018 Brian Gilmartin Leave a comment

Investing is about assessing probability and the performance of the Financial sector the last 5 months, (the XLF anyway) has…

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Posted in: 10-year Treasury yield, Financial sector, Financials, XLF

Fundamentalis

  • Fed Rate Hike Coming This Week, Deteriorating Market Breadth, and more on International
  • Oracle Reports Tonight: Chart Has Improved, but Free-Cash-Flow is Still Grim
  • SP 500 Earnings: Expected 2027 SP 500 EPS Growth Might Make For a Tougher Year
  • International Investing: International Outperformance vs SP 500 is Healthy, and it’s Still Early
  • Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock

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