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Month: October 2018

How Client’s Are Positioned for Q4 ’18

October 15, 2018 Brian Gilmartin Leave a comment

  Since this blog’s last update on portfolio positioning in early July ’18, the weightings of the positions have changed…

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Posted in: Apple (AAPL), Emerging Market ETF's (EEM, Emerging Markets, International (Non-US), Portfolio Allocations and Weights

SP 500: Still Reasonably-Valued

October 14, 2018 Brian Gilmartin Leave a comment

What the title of today’s blog doesn’t tell you is that valuation is a slippery slope. Some of the seemingly…

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Posted in: SP 500 Valuation

Are SP 500 Returns Becoming More Muted ?

October 13, 2018 Brian Gilmartin Leave a comment

  Dr. David Kelly and his team at JP Morgan put together one of the best research and market /…

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Posted in: 2008 Financial Crisis, intra-year decline chart, stock market sentiment

SP 500 Earnings Yield Ends Week at 6.27%

October 12, 2018 Brian Gilmartin Leave a comment

The combination of a $4.89 increase in the forward 4-quarter estimate two weeks ago, and then the 4% drop in…

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Posted in: SP 500 Earnings Yield

Bond Bear Market – Learn to Play Defense with Bond Portfolios

October 8, 2018 Brian Gilmartin Leave a comment

Great article from Ben Carlson, CFA picked up by Josh Brown of Ritholtz Wealth. In this blog post from a…

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Posted in: 10-year Treasury yield, AGG, Bear Markets, Bond Market(s), TBF - inverse Treasury

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Fundamentalis

  • 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
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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