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Don’t Forget About Brexit (and the Dollar)

October 14, 2019 Brian Gilmartin Leave a comment

While the US market will be reacting to the Financial sector’s earnings reports as well as guidance and commentary from…

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Posted in: Brexit, US Dollar

SP 500 Earnings Update: Need That “Forward Growth Rate” to Start Climbing

October 12, 2019 Brian Gilmartin Leave a comment

As was covered yesterday in a broader blog post on sentiment around Q3 ’19 SP 500 earnings before the first…

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Posted in: Weekly Earnings Update

Can 3rd Quarter, 2019 SP 500 Earnings Save This Market ?

October 11, 2019 Brian Gilmartin Leave a comment

As long as the SP 500 stays above last week’s low of 2,855, and the 10-year Treasury yield remains above…

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Posted in: 2020 SP 500 Earnings data, Earnings

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

  • Boeing Earnings Preview: Administration Support Could be Important Tailwind, As BA Digs Out of Deep Hole
  • Netflix Earnings Summary: The Business Model is Fine, It’s PE Compression That is the Risk
  • SP 500 Earnings: One Unusual Aspect to Q3 ’25 Earnings Estimates
  • Alphabet Earnings Preview: Google’s Very Own Version of Creative Destruction
  • IBM Earnings Preview: Cash-Flow Multiples are Much More Reasonable

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