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Category: JPM

SP 500 Valuation Metrics: Getting Extended

January 7, 2021 Brian Gilmartin Leave a comment

One of the favorite research pieces received every quarter is JP Morgan’s Guide to the Markets, and usually in the…

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Posted in: JPM, SP 500 Valuation, Valuation

Big Banks Kick Off Q2 ’20 SP 500 Earnings This Week

July 12, 2020 Brian Gilmartin Leave a comment

It was tempting to ask in the headline whether readers were looking for the “over” or “under” on Q2 ’20…

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Posted in: Financial sector, GS, JPM, SCHW, Top 10 Client Holdings

Big Banks – Look Through the (Condensed) Credit Cycle

April 16, 2020 Brian Gilmartin Leave a comment

Being overweight Technology and Financial’s for clients like the Yin and Yang of investing. Airlines, the Energy sector, cruise lines,…

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Posted in: BAC, DataTrek, Financial sector, Financials, JPM

SP 500 Earnings, Companies Hiring (Surprise!) and SP 500 Sectors as % of Market Cap

March 27, 2020 Brian Gilmartin Leave a comment

Amid all the doom and gloom, here are the companies that have announced that they will looking to add to…

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Posted in: Corporate High Yield, Financial sector, JPM, Market-Cap weights, QQQ, WBA

SP 500 Valuation and the Potential for a Correction

November 18, 2019 Brian Gilmartin Leave a comment

  Each quarter Dr. David Kelly, the Chief Global Strategist for JP Morgan and his team, publish the “Guide to…

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Posted in: Bespoke, JPM, SP 500 Valuation

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