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SP 500 Earnings – Which Sector’s Growth Rates Have Seen Less Downward Pressure for Q2 ’19

June 11, 2019 Brian Gilmartin Leave a comment

First, let’s get to the SP 500 Earnings metrics missed this weekend: Fwd 4-qtr est: $171.52 vs $171.47 PE ratio:…

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Posted in: Sector Earnings Growth Estimates, Weekly Earnings Update

The Dollar, High-Yield Bond Market and SP 500 Revenue Growth

June 9, 2019 Brian Gilmartin Leave a comment

  The two US dollar proxies followed regularly are the UUP and the DXY. The UUP is a tradeable ETF,…

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Posted in: FDX, HYG, SP 500 Revenue Growth, US Dollar

Top 10 SP 500 Market Cap Weights – How Have 2019 EPS Estimates Changed ?

June 8, 2019 Brian Gilmartin Leave a comment

Since the SP 500 peaked in late September ’18, the goal of the attached spreadsheet was to give readers a…

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Posted in: Top 10 Earnings weights

How Clients Top Weightings Performed through May 31 ’19

June 6, 2019 Brian Gilmartin Leave a comment

The SP 500 was still up 10.58% as of May 31, even though the month of May was pretty ugly…

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Posted in: Corporate High Yield, HYG, Top 10 Client Holdings

SP 500 Earnings Update: How have 2019 Sector Growth Rates Changed in Last 8 Weeks ?

June 1, 2019 Brian Gilmartin Leave a comment

“Worst Week for Stock Markets since Christmas” (presumably Christmas ’18). The headline is a Bloomberg quote caught while prepping the…

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Posted in: Weekly Earnings Update

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Fundamentalis

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  • SP 500 Was Due for a Tougher Year in ’26
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