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Month: December 2013

12.7.13: SP 500 Earnings Update: Growth Rate of Forward Estimate Highest Since Jan 20, 2012

December 7, 2013 Brian Gilmartin Leave a comment

It is the anniversary of Pearl Harbor today. Remember the WW II (and all) vets as many are leaving us…

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Posted in: JPM, SP 500 forecast(s), Weekly Earnings Update

12.2.13: Boeing (BA) – Tired Technically, But Still Cheap Fundamentally

December 2, 2013 Brian Gilmartin Leave a comment

  Boeing (BA) has been one of our big winners in 2013: after bottoming in the law $70’s last fall…

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Posted in: BA

12.1.13: Weekend Linkfest: The Longer We Go Without A Correction…

December 1, 2013 Brian Gilmartin Leave a comment

To complete the above sentence, the longer we go without a correction, the worse it will be (from a peak-to-trough…

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Posted in: MSFT, Uncategorized, Weekend Link Fest

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Fundamentalis

  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026

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