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Category: Financial sector

Should We Be Worried about Technology and the Nasdaq Here ?

July 4, 2017 Brian Gilmartin Leave a comment

Lots of angst around the QQQ’s and the “head-and-shoulders” that looks to be in place (according to some technicians). The…

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Posted in: Apple (AAPL), Financial sector, Financials, QQQ, Technology

Financial Sector (Part II) – Buying Opportunity or Time to Underweight ?

May 31, 2017 Brian Gilmartin Leave a comment

As this blog post is being written on Wednesday afternoon, May 31 ’17, the Financial sector has given up all…

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Posted in: BAC, Berkshire Hathaway, Financial sector, Financials, GS, JPM

The Financial Sector (part I): Revenue Growth Averaged just 1.5% from Q1 ’13 to Q4 ’16

May 29, 2017 Brian Gilmartin Leave a comment

The Financial sector has traded quite punk since March 1, 2017, the day after President Trump’s address to the joint…

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Posted in: Financial sector, Financials

Will Tech and Financials Struggle Here?

April 23, 2017 Brian Gilmartin Leave a comment

95 of the Sp 500 companies have reported Q1 ’17 earnings as of Friday, April 21, ’17 per Thomson Reuters…

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Posted in: EEM, Emerging Market ETF's (EEM, Emerging Markets, Energy ETF's (XLE, Energy sector, Financial sector, Financials, MSFT, Oil Services Co's, Technology, VWO)

Looking at SP 500 Earnings from Different Perspectives

April 9, 2017 Brian Gilmartin Leave a comment

Many investors are surprised at the Q1 ’17 SP 500 earnings “expected” growth rate of 8% – 10% as the…

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Posted in: Basic Materials, Financial sector, Financials, S&P 500, Sector Earnings Growth Estimates, SP 500's "upside surprise"

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Fundamentalis

  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • 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)

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