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Previewing the October 1 Bump in the SP 500 EPS Forward Estimate

September 20, 2019 Brian Gilmartin Leave a comment

The forward 4-quarter estimate is the key metric for this blog’s work since it’s the Street’s best estimate of forward…

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Posted in: Fwd 4-qtr growth rate (SP 500)

July 31 Fed Funds Rate Cut Wasn’t Well Received

September 17, 2019 Brian Gilmartin Leave a comment

The first rate cut in – what – 8 or 10 years just 6 weeks ago, saw the SP 500…

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Posted in: 10-year Treasury yield, Bond Market(s), Credit markets, FOMC meeting, HYG, JNK

SP 500 Earnings: FedEx This Week – A Look into a Major Transport

September 14, 2019 Brian Gilmartin Leave a comment

FedEx (FDX) reports their fiscal Q1 ’20 after the closing bell on Tuesday, September 17th. 2019. The major Transport component…

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Posted in: FDX, Weekly Earnings Update

SP 500 Earnings: Little Has Changed in Terms of SP 500 EPS Trends

September 11, 2019 Brian Gilmartin Leave a comment

While the Industrial-related SP 500 sectors are showing signs of a better 2020 (and this could change by early 2020),…

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Posted in: Weekly Earnings Update

Three Reasons You Could Conclude This Remains a Secular Bull Market in Stocks

September 2, 2019 Brian Gilmartin Leave a comment

With $164 billion in Chinese imports set to see a 15% tariff beginning the weekend and the Chinese retaliating on…

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Posted in: Secular Bull Market

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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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