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Category: 2022

SP 500 Earnings: “Worst Multiple Compression Since 1990” as SP 500 Earnings Yield at 5.39%

March 12, 2022 Brian Gilmartin Leave a comment

Long-time readers know that Bespoke’s research is one of my top picks for “value-added” work, and this weekend’s Bespoke Report…

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Posted in: 2021 SP 500 sector growth rates, 2022, 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

SP 500 Earnings / Revenue Update: Q4 ’21 and a Look at 2022 Growth Rate Revisions

December 31, 2021 Brian Gilmartin Leave a comment

Here’s the table on how “expected” Q4 ’21 SP 500 revenue has changed by sector in the last 90 days:…

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Posted in: 2022, SP 500 Revenue Growth, Weekly Earnings Update

Best Blog Post of 2021 and Some Quick Hits on 2022

December 30, 2021 Brian Gilmartin Leave a comment

This post was probably the best blog post on this blog this past year. All returns are as of 11/30/21.…

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Posted in: 2022, Average Annual Return, Bond Market(s)

Another Look at 2022 SP 500 EPS Growth by Quarter and by Sector

November 21, 2021 Brian Gilmartin Leave a comment

It’s still early to draw useful conclusions about potential 2022 winners and losers, so take all this data with a…

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Posted in: 2022

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Fundamentalis

  • SP 500 Earnings: Watching the Q2 ’25 EPS Revisions; Harsh Cuts Already
  • Style-Box Update: Growth Comes Roaring Back
  • Schwab Trades Above Resistance: Next Stop is Late ’21 All-Time-Highs
  • 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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