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Month: July 2020

Style-Box Update: Surprising No One, Large-Cap and Growth Still the Leader

July 5, 2020 Brian Gilmartin Leave a comment

  This Bespoke graph from the July 2, 2020 weekly Bespoke Report, shows the SP 500 having it’s best 100-day…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, Style analysis

SP 500 Weekly Earnings Update: Standard Bump in the Forward Estimate

July 4, 2020 Brian Gilmartin Leave a comment

With the rolling into the new quarter on Thursday, July 1 ’20, the standard bump in the “forward 4-quarter estimate”…

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Posted in: Forward SP 500 earnings curve, WBA, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Expected 2027 SP 500 EPS Growth Might Make For a Tougher Year
  • International Investing: International Outperformance vs SP 500 is Healthy, and it’s Still Early
  • Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock
  • 10-Year Treasury Yield Chart and What 2027 Energy Sector Estimates are Saying
  • Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve

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