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SP 500 Earnings Update: SP 500 Still Struggling with 3,000 Level

October 19, 2019 Brian Gilmartin Leave a comment

Big numbers tend to be resistance for the key benchmark: back in 2014, the SP 500 traded through 2,000 and…

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Posted in: Weekly Earnings Update

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

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Fundamentalis

  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

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