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Category: SP 500 forecast(s)

Aiming for 4th Year in a Row of Double-Digit SP 500 Returns: Buyer Beware

December 1, 2025 Brian Gilmartin Leave a comment

Listening to these firms announce their SP 500 price targets for 2026, it’s easy to draw the conclusion that the…

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Posted in: SP 500 forecast(s), SP 500 Historical Framework, SP 500 long-term returns

Individual Investor Market Return Expectations from Irrelevant Investor

June 27, 2021 Brian Gilmartin Leave a comment

Investors, Prepare to be Disappointed Great post by Michael Batnick and Josh Brown’s group over at Ritholtz that hit the…

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Posted in: annual return, Average Annual Return, SP 500 forecast(s), SP 500 long-term returns Filed under: Expected Returns

Have Expected 2019 SP 500 Earnings Estimates Been Reduced Too Much ?

March 23, 2019 Brian Gilmartin Leave a comment

With 497 of the SP 500  having reported their Q4 ’18 earnings, attention has been focused on Q1 ’19 and…

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Posted in: HYG, PE expansion / contraction, SP 500 estimate revision data, SP 500 forecast(s), Weekly Earnings Update

Thoughts on 2019 – Investor Pessimism and the Potential for PE Expansion

December 29, 2018 Brian Gilmartin Leave a comment

Take any forecast or expected return discussion for 2019 with a substantial grain of salt. In 2017, this blog’s forecast…

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Posted in: Bond Market(s), SP 500 forecast(s)

The 10-Year Treasury Yield and a Year of P.E Compression ?

April 1, 2018 Brian Gilmartin Leave a comment

Always grateful when the thoughtful and measured Jeff Miller, the author of one of Seeking Alpha’s more popular weekly columns,…

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Posted in: 10-year Treasury yield, AGG, Bond Market(s), S&P 500, SP 500 forecast(s), TBF - inverse Treasury, TLT

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Fundamentalis

  • It’s a New Year, and At Least So Far, a New Stock Market
  • SP 500 Earnings: Tech Sector Revisions Still Robustly Positive
  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25

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