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Category: Apple (AAPL)

SP 500 Weekly Earnings Update: One Guy, and the Tech Sector

September 17, 2016 Brian Gilmartin Leave a comment

“One Guy” – listening to the Delivering Alpha conference this week with one ear, doing some spreadsheet work, I was…

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Posted in: Apple (AAPL), Asset allocation, TBF - inverse Treasury, Technology, Weekly Earnings Update

A Bigger Picture Look at Today’s Stock Market, From an Historical Perspective

September 5, 2016 Brian Gilmartin Leave a comment

Back in the Spring of 1980, when I was taking my first Money & Banking class, the Fed Funds rate…

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Posted in: Apple (AAPL), Commodities, Emerging Market ETF's (EEM, Emerging Markets, SP 500 Historical Framework, Technology, TNX, US Dollar

Looking at Top 5 Stocks in SP 500 – Market Cap / Earnings Weight Influence on SP 500 Earnings

August 23, 2016 Brian Gilmartin Leave a comment

This weekend, some time was spent looking at how the top 5 stocks in the SP 500 (SPY ETF) looked…

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Posted in: Amazon, Apple (AAPL), AT&T (T), JNJ, JPM, MSFT, Telco, XOM

More on the Tech Sector: Expected Tech Sector EPS Growth With and w/out Apple

August 18, 2016 Brian Gilmartin Leave a comment

Thomson Reuters provided some useful earnings data on the SP 500’s Technology sector, so this is an update to this…

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Posted in: Apple (AAPL), Technology

Technology Revisions Look Strong Over Next 3 Quarters

August 16, 2016 Brian Gilmartin Leave a comment

Per the Thomson Reuters data, here is how the Technology sector’s expected quarterly growth rate has changed over the last few…

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Posted in: Apple (AAPL), Sector Earnings Growth Estimates, Technology

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Fundamentalis

  • SP 500 Earnings: Are the Tariffs Fully Discounted and May ’25 Core CPI This Coming Week
  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week
  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements

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