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Month: October 2018

SP 500 Revenue Growth Has Accelerated Last 3 Years: Little-Told Story

October 8, 2018 Brian Gilmartin Leave a comment

Here is a quick history of the SP 500’s y/y revenue growth since early 2015: Q3 ’18: +7.3% (est) Q2…

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Posted in: SP 500 Revenue Growth

Interest Rates and the Financial Sector

October 7, 2018 Brian Gilmartin Leave a comment

The Financial sector is one of client’s overweights and it’s lagged the SP 500 badly all year. Up just 2%…

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Posted in: 10-year Treasury yield, 2008 Financial Crisis, Financial sector, Financials, interest rates, JPM, WFC

SP 500 Earnings: There Has Been Little Downward Pressure on SP 500 Earnings Estimates

October 6, 2018 Brian Gilmartin Leave a comment

Looking at overall SP 500 estimates for the 3rd and 4th quarters of 2018: Q3 ’18:  As of 10/5/18: +21.5%…

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Posted in: 2019 SP 500 earnings, SP 500 Earnings Yield, Weekly Earnings Update

Most Americans Under 40 Have Never Seen a Bond Bear Market, and Why it May Not Matter

October 5, 2018 Brian Gilmartin Leave a comment

(The weekly SP 500 earnings update will be posted tomorrow, i.e. Saturday, 10/6/18.) One of the reasons I chose the…

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Posted in: 10-year Treasury yield, Bear Markets, Bond Funds, Bond Market Liquidity, Bond Market(s)

Breakdowns in 10 and 30-year Treasuries Today

October 4, 2018 Brian Gilmartin Leave a comment

The 10-year Treasury’s yield closed today at 3.16% and depending on the source you listen to, 3.16% represents the highest…

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Posted in: 10-year Treasury yield, LEN, TOL, Treasuries

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

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