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Category: AGG

7.6.13: SP 500 Earnings: Forward 4-quarter Estimate Reaches New Record High This Week

July 7, 2013 Brian Gilmartin Leave a comment

As we talked about last week, the “forward 4-quarter” estimate for the SP 500 reached a new record high this…

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Posted in: AA, AGG, Earnings, Facebook (FB), FB, HYG, JNK, JPM, LEN, TOL, Uncategorized

6.22.13: SP 500 Earnings Update: Can Earnings Growth Offset Rising Interest Rates and Fed Impact on Stock Market Valuation ?

June 23, 2013 Brian Gilmartin Leave a comment

Interesting Stat – look for a bounce in the SP 500 Interesting statistic out of Bespoke this weekend: we had…

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Posted in: AGG, Bond Funds, Bond Market(s), Earnings, HYG, interest rates, JNK, NKE, S&P 500, TBF - inverse Treasury, The Fed

6.1.13: SP 500 Earnings Update: Per One Strategist, 1,670 Days Without a 5% Correction in the Barclay’s Aggregate (AGG)

June 2, 2013 Brian Gilmartin Leave a comment

Question: Are higher interest rates bad for stock prices ? The conventional wisdom says yes, but the opposite case can…

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Posted in: AGG, Bond Funds, Bond Market(s), bond proxy, Facebook (FB), FB, HYG, JNK, TBF - inverse Treasury, Uncategorized

5.22.13: Treasury Curve – “The Last of The Mohicans”

May 22, 2013 Brian Gilmartin Leave a comment

Fed Chirman Bernanke fired the first shot across the bow of the Wall Street, consumers and investors today with verbiage…

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Posted in: AGG, Bond Funds, TBF - inverse Treasury

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Fundamentalis

  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again

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