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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

  • 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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