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Month: June 2018

Is SP 500 Earnings Growth Topping Out ?

June 16, 2018 Brian Gilmartin Leave a comment

Here is 6-year detail (both historical and prospective) of SP 500 earnings growth: 2020: +9% (est) 2019: +10% (est) 2018:…

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Posted in: Weekly Earnings Update

Should We Look for a Rally in Treasuries ?

Brian Gilmartin Leave a comment

Europe is weak, China seems to be weakening, trade and tariff issues have suddenly made everyone nervous even though the…

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Posted in: 10-year Treasury yield, Bond Market(s)

Fed Rate Hike this Week – Here is the Conundrum

June 11, 2018 Brian Gilmartin Leave a comment

https://www.frbsf.org/education/publications/doctor-econ/2013/march/federal-reserve-interest-balances-reserves/ One article read this weekend – think it was from the CNBC app – noted that the surprise with…

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Posted in: 10-year Treasury yield, Bond Market(s), FOMC meeting

Apple’s Forward Estimates Updated

June 10, 2018 Brian Gilmartin Leave a comment

In the weekly SP 500 Earnings update this weekend, some thoughts were given on the Technology sector’s earnings, forward growth…

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Posted in: Apple (AAPL), Technology

A Peek at Q2 ’18 Expected Earnings and a Closer Look at the Technology Sector

June 9, 2018 Brian Gilmartin Leave a comment

  The above was cut-and-pasted from Friday, June 8th’s “This Week in Earnings” and the table shows how SP 500…

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Posted in: Technology, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps

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