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Breakout in Market Breadth for SP 500

October 26, 2019 Brian Gilmartin Leave a comment

  Page 38 of 39 in the Weekly Bespoke Report published Friday afternoon every week, held the best chart of…

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Posted in: Market breadth

Earnings Update: Fed Week and Back to Overbought – Will SP 500 Finally Breakout ?

October 25, 2019 Brian Gilmartin Leave a comment

So far, Q3 ’19 earnings are following the normal pattern. One way to tell is to watch the “revisions” pattern…

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Posted in: Weekly Earnings Update

Microsoft Reports Tonight – Tech Losing Momentum

October 23, 2019 Brian Gilmartin Leave a comment

Microsoft reports tonight, Wednesday, October 23rd, 2019 after the closing bell, with Street consensus expecting $1.25 in earnings per share…

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Posted in: MSFT

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

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Fundamentalis

  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated
  • SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield
  • Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns
  • Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It
  • Nike Earnings Preview: Valuation More Reasonable, but EPS / Revenue Estimate Revisions Still Moving Lower

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