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Month: October 2019

Investor Sentiment – Just Can’t Resist

October 6, 2019 Brian Gilmartin Leave a comment

  Again, in the weekly Bespoke Report, investor sentiment – which is traditionally a contrarian indicator – should portend higher…

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Posted in: stock market sentiment

SP 500 “Earnings Yield” Back to 6% with New Quarter

October 5, 2019 Brian Gilmartin Leave a comment

The 4-quarter or “forward 4-quarter estimate” for the SP 500 after rolling into October is $175.49, which now covers the…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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