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Category: Financial sector

4.6.14: Interesting Reads from Other Bloggers

April 6, 2014 Brian Gilmartin Leave a comment

In 2011, the SP 500 earnings grew 15% year-over-year, but the SP 500 corrected 20% from the spring through early…

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Posted in: AA, AGG, AMGN, Biotech, Financial sector, JPM, MRK, PFE, WFC

4.1.14: CCAR, the Big Banks and the Exchanges: The Exchanges control their own Destiny

April 1, 2014 Brian Gilmartin Leave a comment

CCAR is the Comprehensive Capital Analysis and Review (CCAR) instituted by the Fed and regulators after the Mortgage and Housing…

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Posted in: BAC, CME, Explosive options, Financial sector, Financials, JPM, WFC

1.18.14: SP 500 Earnings Update: Consumer Discretionary Sector Looking Wobbly

January 18, 2014 Brian Gilmartin Leave a comment

Per ThomsonReuter’s This Week in Earnings, the “forward 4-quarter” earnings estimate for the SP 500 fell $0.14 this past week…

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Posted in: Consumer Discretionary, Energy sector, Financial sector, Weekly Earnings Update

1.11.14: SP 500 Earnings Update: We Hear From a Plethora of Financials This Week

January 11, 2014 Brian Gilmartin Leave a comment

Per ThomsonReuter’s This Week in Earnings, the forward 4-quarter estimate slipped $0.03 this week to $120.74. The p.e ratio on…

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Posted in: Financial sector, Financials, GS, JPM, SCHW, Sector Earnings Growth Estimates, SP 500 forecast(s), Weekly Earnings Update

12.22.13: Weekend Links of Some Gravitas

December 22, 2013 Brian Gilmartin Leave a comment

One of the best tweets of the week, from Josh Brown (naturally) who linked this Harvard study noting that for…

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Posted in: BAC, BBY, Bond Market(s), CME, FCX, Financial sector, Financials, HPQ, HYG, JCP, JNK, Municipal Bond market, Uncategorized, Weekend Link Fest

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