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Sector P.E Data – Might Be Worth A Look

April 8, 2018 Brian Gilmartin Leave a comment

  A reader asked about Sector P.Es a few weeks ago – haven’t updated the above spreadsheet in a few…

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Posted in: Sector Earnings Growth Estimates

SP 500 Earnings Yield Remains Elevated – A Good Thing

April 7, 2018 Brian Gilmartin Leave a comment

Here is the chronology of the SP 500 “Earnings Yield” since the week of February 9th, 2018, when the stock…

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Posted in: SP 500 Earnings Yield

Will Q1 ’18 Earnings Put a Floor Under Stocks ?

April 6, 2018 Brian Gilmartin Leave a comment

  Normally the weekly earnings missive doesn’t start with a chart, but with the SP 500 sitting on its 200-day…

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Posted in: SP 500 200-day moving average, Weekly Earnings Update

“Style Box” Update – Is Growth / Momentum Investing Moving Out of Favor ?

April 2, 2018 Brian Gilmartin Leave a comment

  The President didn’t help the Growth/FAANG/Momentum crowd this morning with his tweets targeted at Amazon. Looking at the above…

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Posted in: Growth v Value, Style analysis, Technical Analysis

The 10-Year Treasury Yield and a Year of P.E Compression ?

April 1, 2018 Brian Gilmartin Leave a comment

Always grateful when the thoughtful and measured Jeff Miller, the author of one of Seeking Alpha’s more popular weekly columns,…

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Posted in: 10-year Treasury yield, AGG, Bond Market(s), S&P 500, SP 500 forecast(s), TBF - inverse Treasury, TLT

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Fundamentalis

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  • SP 500 Was Due for a Tougher Year in ’26
  • Peak Crude Oil ? Quick Look at SP 500 EPS Data

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