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Insightful market commentary from a fresh perspective.
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Apple’s Forward Estimates Updated

June 10, 2018 Brian Gilmartin Leave a comment

In the weekly SP 500 Earnings update this weekend, some thoughts were given on the Technology sector’s earnings, forward growth…

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Posted in: Apple (AAPL), Technology

A Peek at Q2 ’18 Expected Earnings and a Closer Look at the Technology Sector

June 9, 2018 Brian Gilmartin Leave a comment

  The above was cut-and-pasted from Friday, June 8th’s “This Week in Earnings” and the table shows how SP 500…

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Posted in: Technology, Weekly Earnings Update

Tracking the SP 500 “Earnings Yield”

June 2, 2018 Brian Gilmartin Leave a comment

After the recent slippage in the forward estimate the last few weeks, a couple readers emailed and noted the decline…

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Posted in: SP 500 Earnings Yield, Standard & Poors Earnings Data, Weekly Earnings Update

Emerging Markets – What Now ?

June 1, 2018 Brian Gilmartin Leave a comment

The Emerging Markets ended a 10-year bear market in Q1 ’16, as the EEM (iShares MSCI ETF) peaked in the…

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Posted in: Brazil (EWZ), China Yuan devaluation, EEM, Emerging Market ETF's (EEM, Emerging Markets

Top 5 Market Cap Weights – SP 500 (SPY)

May 29, 2018 Brian Gilmartin Leave a comment

Many thanks to David Aurelio of Thomson Reuters with helping out on the above table. This blog updates this table…

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Posted in: Market-Cap weights

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Fundamentalis

  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate

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