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Quick Update on High Yield: Waiting for 7% – 7.5% Current Yields

March 4, 2020 Brian Gilmartin Leave a comment

  HYG is testings it’s 200-week moving average, but is still above the upwardly-sloping trend-line off the Q1 ’16 lows.…

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Posted in: High-Yield Credit, HYG, JNK

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

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Fundamentalis

  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown
  • 10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report
  • Key Economic Data This Week and the Treasury 10-Year Yield Bias Still Higher

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