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Category: Financial sector

Dodd-Frank and its Impact on Big Bank Revenue

November 20, 2016 Brian Gilmartin Leave a comment

The Financial sector started to rally about a month before the Presidential election, with the results of the November 8th…

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Posted in: Financial sector, Financials

Big Jump in SP 500 “Forward 4-Quarter EPS Growth Rate” / SP 500 Earnings Yield over 6%

October 15, 2016 Brian Gilmartin Leave a comment

It was one year ago almost exactly the SP 500 was in the midst of a powerful rally, after the…

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Posted in: Commodities, Emerging Market ETF's (EEM, Emerging Markets, Energy ETF's (XLE, Energy sector, Financial sector, Financials, HYG, Weekly Earnings Update

Big Week for Bank Earnings – Are Banks the New Utilities ?

October 12, 2016 Brian Gilmartin Leave a comment

“The great advantage of having a reputation for being stupid: People are less suspicious of you.” Tom’s character from “4…

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Posted in: CME, Financial sector, Financials, GS, JPM, SCHW

SP 500 Weekly Earnings Update: Technology Sector the Clear Winner for Q2 ’16

August 6, 2016 Brian Gilmartin Leave a comment

Looking at the change in “expected” sector growth rates for Q2 ’16, Technology is the clear winner, and the fact…

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Posted in: Apple (AAPL), Financial sector, Financials, Sector Earnings Growth Estimates, Technology, Weekly Earnings Update

SP 500 Earnings: Ultimately, Technology and Financial Sectors Will Drive the SP 500

July 10, 2016 Brian Gilmartin Leave a comment

Outside month ? See SeeItMarket here. (Read the last half of page 2 – June 30th – to cut to…

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Posted in: Apple (AAPL), Commodities, Crude oil / Energy, Earnings Weight vs Market Cap, Energy ETF's (XLE, Energy sector, Financial sector, Financials, HYG, Technology

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Fundamentalis

  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings

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