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Insightful market commentary from a fresh perspective.
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The SP 500’s Average, Annual Return: Time for Reflection

December 3, 2021 Brian Gilmartin Leave a comment

Source: Ycharts performance calculator All returns as of 11/30/21 The above table was prepared for a client dinner last night…

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Posted in: Average Annual Return

SP 500 Earnings: Steady Increases Across the Board This Week

November 27, 2021 Brian Gilmartin Leave a comment

TheStreet (Jim Cramer’s old site) is reporting this weekend that preliminary Mastercard SpendingPulse for Black Friday sales rose 29.8% with…

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Posted in: VIX, Weekly Earnings Update

Another Look at 2022 SP 500 EPS Growth by Quarter and by Sector

November 21, 2021 Brian Gilmartin Leave a comment

It’s still early to draw useful conclusions about potential 2022 winners and losers, so take all this data with a…

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Posted in: 2022

SP 500 Weekly Earnings Update: 4th quarter, ’21 SP 500 Earnings Look Fine Right Now

November 19, 2021 Brian Gilmartin Leave a comment

Surprised this graph by Jurrien Timmer of Fidelity Investments hasn’t gotten more traction. Almost everyone seems nervous about stock prices…

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Posted in: Weekly Earnings Update

Style-Box Update 11/15/21 – Large-Cap Growth Reasserts Itself, But Value Working Too

November 16, 2021 Brian Gilmartin Leave a comment

  This blog’s “Style-Box Update” done every 6 weeks is being posted this morning in the spreadsheet above, and it…

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Posted in: 2022, Secular Bull Market, Style analysis

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Fundamentalis

  • Is Tech Sector Growth Sustainable and How are Expected Q2 ’26 SP 500 EPS Estimates Faring ?
  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford

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