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Looking at 2020 Sector Growth Rates by Quarter

February 29, 2020 Brian Gilmartin Leave a comment

One odd fact no one has yet mentioned is how – for the 2nd month in a row –  the…

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Posted in: 2020 SP 500 Earnings data

SP 500 Earnings Yield Jumps to 5.93% to End the Week

February 28, 2020 Brian Gilmartin Leave a comment

The week ended February 15th, 2020, saw the SP 500 earnings yield slip to 5.20%, which as was noted on…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

Analysts Start the Year Negative Once More, Returns YTD are not…

February 23, 2020 Brian Gilmartin Leave a comment

SP 500: +3.61% YTD as of Friday, February 21, 2020 Nasd 100: +8.31% Russell 1K: +3.91% In this article on…

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Posted in: SP 500 estimate revision data

SP 500 Weekly Earnings Update: SP 500 Earnings from a Few Different Angles

February 22, 2020 Brian Gilmartin Leave a comment

  Don’t know the person that tweeted this, but the quote is supposedly from Stanley Druckenmiller, a well known and…

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Posted in: Weekly Earnings Update

Frustration with Emerging Markets. Watch that “Average Annual” Return

February 20, 2020 Brian Gilmartin Leave a comment

While the sell decision is usually one of the more “opaque” and uncertain decisions a portfolio manager can make, (and…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, Joel Greenblatt, US Dollar

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Fundamentalis

  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings

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