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Insightful market commentary from a fresh perspective.
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Financials – Trading like It’s 1994 (Again)

September 3, 2018 Brian Gilmartin Leave a comment

One of the classic years we saw “PE compression” was 1994, when Alan Greenspan really caught the Street and the…

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Posted in: CME, Financial sector, Financials, JPM, SCHW, XLF

Technology, Apple, and Did Tim Cook Pull Off A Remarkable Feat ?

September 2, 2018 Brian Gilmartin Leave a comment

  Michael Batnick, Ritholtz Wealth’s Director of Research, puts up a chart that perfectly articulates the what-seems-to-be misplaced anxiety over…

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Posted in: Apple (AAPL), Technology

SP 500 Earnings: How Much Earnings Growth is Tax-Reform Related and a Year of PE Contraction

September 1, 2018 Brian Gilmartin Leave a comment

Updating the weekly numbers: (Thomson Reuters) Fwd 4-qtr est: $169.21 vs last week’s $169.13 P.E ratio: 17x PEG ratio: 0.77x…

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Posted in: 2017 Tax reform, EPS estimate revisions, PE expansion / contraction, Weekly Earnings Update

How Does This Bull Market Compare to Others ?

August 29, 2018 Brian Gilmartin Leave a comment

  This is a great graph from Gina Martin Adams, Chief Equity Strategist at Bloomberg. You have to squint to…

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Posted in: Secular Bull Market

Breadth & Sentiment: The “No BS Model”

August 27, 2018 Brian Gilmartin Leave a comment

Readers know my appreciation of Bespoke’s work, the firm started by Paul Hickey and his crew after coming out of…

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Posted in: Market breadth, stock market sentiment

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