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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

Energy & Financials: The Energy Sector has Shrunk to Just 4.5% SP 500 Market Cap weight

September 1, 2019 Brian Gilmartin Leave a comment

Energy is now just 4.5% of the SP 500 market cap weight, down from a high of 15% in September,…

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Posted in: Berkshire Hathaway, Energy ETF's (XLE, Energy sector, Financial sector, Financials, JPM

Updating the “Industrial Recovery” Expectation for 2020

August 31, 2019 Brian Gilmartin Leave a comment

In this blog post of August 3rd, 2019, readers were given a heads up on the “upward” revisions occurring to…

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Posted in: 2020 SP 500 Earnings data

SP 500 Earnings Comparisons Start to Get Easier with Q4 ’19

August 29, 2019 Brian Gilmartin Leave a comment

It was the 4th quarter of 2018, where the growth rate started to slow for the SP 500, although we…

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Posted in: 2019 SP 500 earnings, 2020 SP 500 Earnings data

SP 500 Earnings: Some Growth Still Expected, But What a Mess

August 25, 2019 Brian Gilmartin Leave a comment

  The attached headline is from a Factset report dated August 12th, 2019, so with Friday’s “tariff tiff”, expect this…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

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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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