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Insightful market commentary from a fresh perspective.
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Category: SPY

Housing vs Stocks: Stocks Win (Good article)

September 5, 2021 Brian Gilmartin Leave a comment

One of our favorite sources of capital markets research is the Bespoke work and the weekly Bespoke Report. Once again,…

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Posted in: Housing, S&P 500, SPY

Earnings update: January 27, 2013: Earnings Continue to Impress (except Apple) – stay with Financials

January 27, 2013 Brian Gilmartin Leave a comment

According to ThomsonReuters, the “foward 4-quarter” earnings this week stayed relatively stable at $113.16, versus $113.29 from last week, for…

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Posted in: BA, Earnings, F, PFE, S&P 500, SPY, Uncategorized

Corporate earnings update – August 19th – S&P 500 nearing its early April highs

August 20, 2012 Brian Gilmartin Leave a comment

For the week, the S&P 500 finished higher by 0.87%, the Dow 30 rose 0.51% and the Nasdaq rose 1.84%,…

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Posted in: Earnings, S&P 500, SPY

Corporate earnings update – Uncertainty reigns supreme, and valuation really matters

July 22, 2012 Brian Gilmartin Leave a comment

According to ThomsonReuters, the forward 4-quarter earnings estimate fell this week to $109.55, down from last week’s $111.88 and down…

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Posted in: BA, Earnings, F, Fiscal Cliff, GE, GOOG, Healthcare Reform, JPM, MRK, PFE, S&P 500, SPY, Uncategorized, UTX

The quarterly “bump” in earnings estimates – the history

July 5, 2012 Brian Gilmartin Leave a comment

Although it is tough to recognize in a market where the market p/e continually compresses, in my opinion there is…

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Posted in: AA, Earnings, SPY

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