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Has Apple Cleared the Deck for SP 500 Earnings ?

January 5, 2019 Brian Gilmartin Leave a comment

Q4 ’18 earnings start this week but the week following, January 14th through 18th, is when we see a whole…

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Posted in: Weekly Earnings Update

The Best Lecture of 2018

December 31, 2018 Brian Gilmartin Leave a comment

Professor Joel Greenblatt of the famed Columbia Business School came through Chicago in early December, 2018, to speak to the…

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Posted in: Joel Greenblatt

Thoughts on 2019 – Investor Pessimism and the Potential for PE Expansion

December 29, 2018 Brian Gilmartin Leave a comment

Take any forecast or expected return discussion for 2019 with a substantial grain of salt. In 2017, this blog’s forecast…

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Posted in: Bond Market(s), SP 500 forecast(s)

Last SP 500 Earnings Update of 2018 – Street Consensus Estimates are Slow to Change

Brian Gilmartin Leave a comment

https://lipperalpha.financial.thomsonreuters.com/2018/12/earnings-roundup-will-analysts-drop-2019-earnings-estimates/ The attached is a an article from Refinitiv’s (the old Thomson Reuters Financial’s) David Aurelio on Q4 ’18 SP…

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Posted in: Weekly Earnings Update

The Chart

December 26, 2018 Brian Gilmartin Leave a comment

  2011 was the last year the SP 500 has seen the 50-month moving average. Here was last night’s post…

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Posted in: Technical Analysis

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Fundamentalis

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  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

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