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One Amazing Chart and How Q2 ’17 SP 500 Earnings Look Today

May 13, 2017 Brian Gilmartin Leave a comment

B_I_G_Tips_-_It_s_About_Time_-_Equities_Overtake_Treasuries (4) This blog has written many times about Bespoke’s quality research and this week Bespoke and Paul Hickey and…

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Posted in: Amazon, Asset allocation, Brazil (EWZ), Emerging Market ETF's (EEM, Emerging Markets, Weekly Earnings Update

Energy, Commodities and Emerging Markets

May 7, 2017 Brian Gilmartin Leave a comment

Having never owned the Emerging Markets (EM’s) in any form or fashion in the 1990’s and then staying out of…

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Posted in: Amazon, Apple (AAPL), Brazil (EWZ), Commodities, Copper (JJC), Crude oil / Energy, Currency, EEM, Emerging Market ETF's (EEM, Emerging Markets, Facebook (FB), Uncategorized, US Dollar, VWO)

SP 500 Earnings: Big Jump in SP 500’s Forward 4-Qtr Growth Rate

May 6, 2017 Brian Gilmartin Leave a comment

To cut to the chase, here is the chronological progression of the SP 500’s forward growth rate: 5/5/17: +9.8% 4/28/17:…

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Posted in: 2017, 2017 Fiscal Policy, Apple (AAPL), Energy ETF's (XLE, Energy sector, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

SP 500 Earnings Look Great: +13.6% y/y growth – How do Forward Earnings Look ?

April 29, 2017 Brian Gilmartin Leave a comment

In two words, SP 500 forward earnings look “pretty good”. Per Thomson Reuters “This Week in Earnings” Q1 ’17 SP…

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Posted in: Apple (AAPL), Energy ETF's (XLE, Energy sector, FB, Weekly Earnings Update

Will Tech and Financials Struggle Here?

April 23, 2017 Brian Gilmartin Leave a comment

95 of the Sp 500 companies have reported Q1 ’17 earnings as of Friday, April 21, ’17 per Thomson Reuters…

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Posted in: EEM, Emerging Market ETF's (EEM, Emerging Markets, Energy ETF's (XLE, Energy sector, Financial sector, Financials, MSFT, Oil Services Co's, Technology, VWO)

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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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