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Insightful market commentary from a fresh perspective.
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Category: Financial sector

Have We Just Begun a Secular Bear Market ?

January 25, 2016 Brian Gilmartin Leave a comment

In a word, I would say, “No”. But it’s being played up in the financial media like the recent PowerBall…

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Posted in: Bond Market(s), Financial sector, S&P 500, SP 500 corrections, SP 500 Valuation, Technology

SP 500 Earnings: SP 500 Forward 4-Quarter Growth Rate Highest Since Q1 ’15 – This is Not 2008

January 17, 2016 Brian Gilmartin Leave a comment

Little noticed this week with the seemingly never-ending selling to the SP 500, was that the SP 500 closed Friday,…

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Posted in: Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), SP 500 Earnings Yield, Weekly Earnings Update

2016: Not the Start Expected

January 13, 2016 Brian Gilmartin Leave a comment

The SP 500 fell 2.5% today, and is down 5% in the last week. With the SP 500 down about…

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Posted in: Amazon, Brazil (EWZ), Emerging Market ETF's (EEM, Emerging Markets, Energy ETF's (XLE, Energy sector, Financial sector, Financials, INTC, JPM, Russell 2000, S&P 500, US Dollar

Sector Investing: Why it Matters for Clients and for 2016 Market Prospects

December 29, 2015 Brian Gilmartin Leave a comment

Within the SP 500 there are 10 sectors that comprise the key benchmark, and it remains my preferred way of…

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Posted in: Brazil (EWZ), Emerging Market ETF's (EEM, Energy ETF's (XLE, Energy sector, Financial sector, Financials, S&P 500, Sector Earnings Growth Estimates, Technology

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

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