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SP 500 Weekly Earnings Update: Big Jump In Forward Estimate – Here is Why

July 8, 2017 Brian Gilmartin Leave a comment

Per Thomson Reuter’s “This Week in Earnings” (by the numbers) as of 7/7/17: Fwd 4-qtr estimate: $139.21 P.E ratio: 17.5(x)…

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Posted in: 10-year Treasury yield, Forward SP 500 earnings curve, Fwd 4-qtr growth rate (SP 500), Technology, Weekly Earnings Update

SP 500 Remains Reasonably Valued

July 7, 2017 Brian Gilmartin Leave a comment

Dr. David Kelly and the JP Morgan research team publish a quarterly “Guide to the Markets” which I’ve always thought…

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Posted in: Bespoke, SP 500 Valuation

Should We Be Worried about Technology and the Nasdaq Here ?

July 4, 2017 Brian Gilmartin Leave a comment

Lots of angst around the QQQ’s and the “head-and-shoulders” that looks to be in place (according to some technicians). The…

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Posted in: Apple (AAPL), Financial sector, Financials, QQQ, Technology

The Quarterly Bump, Interest Rates and SP 500 Earnings

July 1, 2017 Brian Gilmartin Leave a comment

Interest Rates:  The yield on the 10-year Treasury rose 15 bp’s this past week, a sizable move relative to the…

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Posted in: Forward SP 500 earnings curve, Weekly Earnings Update

Don’t Get the SP 500 Earnings Worries – Forward Estimate Revisions Still Look Good

June 24, 2017 Brian Gilmartin Leave a comment

CNBC’s Fast Money had Tom Lee on Thursday night, who I think is an outstanding strategist, and while it was…

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Posted in: Amazon, Weekly Earnings Update

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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