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Category: Top 10 Client Holdings

Buffett’s Genius, Tim Cook and Apple, Top 10 Holdings, Probabilities for an SP 500 Correction

January 5, 2020 Brian Gilmartin Leave a comment

When you finally realize you’re really, really, old:  Moved out of Chicago in 2019, to the western suburbs, near where…

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Posted in: Apple (AAPL), SP 500 corrections, Top 10 Client Holdings, Warren Buffett

How Clients Top Weightings Performed through May 31 ’19

June 6, 2019 Brian Gilmartin Leave a comment

The SP 500 was still up 10.58% as of May 31, even though the month of May was pretty ugly…

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Posted in: Corporate High Yield, HYG, Top 10 Client Holdings

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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