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Category: 2000

The Major Differences Between this Bull Stock Market and the Late 1990’s

May 17, 2026 Brian Gilmartin Leave a comment

1.) The biggest beneath-the-surface issue with the late 1990’s rally vs today’s market in large-cap tech and growth, was actually…

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Posted in: 2000, Earnings Weight vs Market Cap, Late 1990's vs Today's ('26) Stock Market

Similarities and Differences Between the Late 1990’s Stock Market(s)and Today

June 8, 2024 Brian Gilmartin Leave a comment

In an email to clients this week, the first major difference between the late 1990’s and today’s stock market (and…

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Posted in: 2000, Secular Bull Market, Similarties and Differences Between late '90's and Today

SP 500 Earnings: So Far, the Pattern is Typical, But Mega-cap Earnings This Week Loom Large

April 20, 2024 Brian Gilmartin Leave a comment

In this “Market Cap vs Earnings Weight” post from March 28th, ’24, the dynamic between the two “weights” was discussed…

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Posted in: 2000, PE expansion / contraction, Weekly Earnings Update

Planning Ahead for a “March, 2000” Moment and Top 10 Holdings as of June 30 ’20

July 8, 2020 Brian Gilmartin Leave a comment

As the mainstream business media like CNBC and Bloomberg keep pointing out, the similarities to today’s SP 500 and the…

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Posted in: 2000, Big Tech Cash-flow Valuation, Technology, Top 10 Client Holdings

Fundamentalis

  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th
  • SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report
  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance
  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout
  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated

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