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Category: EEM

Energy Sector Estimates and Evidence of an SP 500 Earnings Bottom

May 22, 2016 Brian Gilmartin Leave a comment

With Walmart’s fiscal Q1 ’17 earnings report of last Thursday now out of the way, it is thought that –…

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Posted in: Basic Materials, Brazil (EWZ), Crude oil / Energy, EEM, Emerging Market ETF's (EEM, Energy ETF's (XLE, Energy sector, VWO)

SP 500 Earnings: Why the Energy Sector Remains the Key to This Market

April 9, 2016 Brian Gilmartin Leave a comment

The Weekly Earnings Update is already done, but this comment on the Energy sector takes precedence in my opinion in…

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Posted in: Bespoke, EEM, Emerging Market ETF's (EEM, Emerging Markets, Energy sector, IYE), Uncategorized, VWO), XOM

Why the Last Two Weeks of December ’15 Matter

December 20, 2015 Brian Gilmartin Leave a comment

Yesterday, on  this blog, we articulated the bullish case for stock prices for 2016 (here), referencing and linking to some…

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Posted in: Brazil (EWZ), EEM, Emerging Markets, Energy sector, IYE), Kimble / Detrick, SP 500 200-day moving average, SP 500 chart, Technical Analysis, VWO)

10% SP 500 return in 2016 Shouldn’t Be A Surprise

December 19, 2015 Brian Gilmartin Leave a comment

Per Bespoke, bullish sentiment is at a 3-year low (according to Bespoke’s sentiment work published late this week), and with…

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Posted in: EEM, Emerging Markets, Energy sector, Financial sector, Financials, Forecasts, Technology, US Dollar

2016 Earnings and Market Outlook: Too Easy to be Bearish

November 19, 2015 Brian Gilmartin Leave a comment

Having been fortunate to write for Jim Cramer’s “TheStreet.com” for about 10 years (I’m fairly sure Jim thought I was…

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Posted in: Apple (AAPL), Crude oil / Energy, EEM, Emerging Markets, Energy sector, Fwd 4-qtr growth rate (SP 500), GE, Municipal Bond market, Municipal High Yield, WMT

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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