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Insightful market commentary from a fresh perspective.
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Category: DataTrek

2022 Expected Quarterly SP 500 EPS / Revenue Growth Rates Still Being Revised Higher

September 24, 2021 Brian Gilmartin Leave a comment

There is a few more blogs out there publishing research on SP 500 earnings and it’s good to see. The…

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Posted in: 2022, DataTrek

SP 500 Earnings: “Forward 4-Qtr Estimate” Continues to Improve

August 31, 2020 Brian Gilmartin Leave a comment

First two-day vacation this weekend in – well – a while, which fortunately kept me off the blogs. Apologies for…

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Posted in: DataTrek, Weekly Earnings Update

Big Banks – Look Through the (Condensed) Credit Cycle

April 16, 2020 Brian Gilmartin Leave a comment

Being overweight Technology and Financial’s for clients like the Yin and Yang of investing. Airlines, the Energy sector, cruise lines,…

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Posted in: BAC, DataTrek, Financial sector, Financials, JPM

Is the Secular Bull Market Really Over ?

March 30, 2020 Brian Gilmartin Leave a comment

Is the secular bull market now over ?  My own opinion is “more no than yes”, even as SP 500…

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Posted in: DataTrek, Secular Bull Market

When Would it Be Reasonable to Expect A Stock Market Bottom ?

March 26, 2020 Brian Gilmartin Leave a comment

Clients are being told that the shock of this global pandemic (for the SP 500 and the US anyway) was…

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Posted in: 2019 SP 500 earnings, Bond Market Liquidity, DataTrek, SP 500 chart

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Fundamentalis

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  • Cisco Earnings Preview: The Networking Giant has Averaged 3% Revenue Growth pear Year since 2010
  • Inflation Expectations vs. 10-year Treasury Yield – the (2nd) Great Conundrum

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