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Category: 2021 Stock and Bond market forecast

Brief Thoughts on 2021

December 31, 2020 Brian Gilmartin Leave a comment

The new buzz in the year-end prediction drill for advisors is to “not predict” which is one way to stand…

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Posted in: 2021 Stock and Bond market forecast

Fundamentalis

  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements
  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus
  • Bond Market Update: Moody’s Tells Investors: “It’s All About the Deficit”
  • SP 500 Earnings: Watching the Q2 ’25 EPS Revisions; Harsh Cuts Already
  • Style-Box Update: Growth Comes Roaring Back

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