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Category: annual return

A look at SP 500 Annual Returns: It’s Getting Interesting

October 2, 2022 Brian Gilmartin Leave a comment

This blog post in late 2021 looks ok in the cold light of hindsight in 2022, but the important part…

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Posted in: annual return, SP 500 long-term returns, Technical Analysis

On the Fed Being Behind the Curve (Again), Secular Bull Markets, and Annual Returns

September 5, 2022 Brian Gilmartin Leave a comment

The thought looking at the softening economic data, is that the Fed and Jay Powell could be “behind the curve”…

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Posted in: annual return, Housing, Monetary policy, Monthly payroll report, SP 500 long-term returns Filed under: Monetary policy

StyleBox Update: It Could be Reasonable to Expect Large-Cap Growth to Lag for a While Longer

August 16, 2022 Brian Gilmartin Leave a comment

Click on the spreadsheet and you’ll find an updated “stylebox” analysis through 8/15/22. Because performance is downloaded monthly, it’s preferred…

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Posted in: annual return, Average Annual Return, Style analysis

SP 500 Earnings / Average, Annual Returns / Top 10 SP 500 Weights

April 3, 2022 Brian Gilmartin Leave a comment

There is a little of everything this week for readers. First, be careful about using SP 500 EPS information as…

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Posted in: annual return, Top 10 Market Cap Weights, Weekly Earnings Update

Are the Stock and Bond Markets Jonesin’ for a 2001 – 2002 Repeat ?

January 17, 2022 Brian Gilmartin Leave a comment

Leading off articles with a question sets the readers up for an expected answer which involves a prediction for the…

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Posted in: 2022, annual return, Emerging Markets, Oakmark International, Uncorrelated Assets Filed under: EM ex-China

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Fundamentalis

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  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty
  • Style-Box Update: Value Outperforms Across All Market-Caps
  • SP 500 Earnings: Jump in SP 500 EPS This Week. Japan Election This Weekend

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