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SP 500 Earnings Update: An Early Look at 2016

September 23, 2015 Brian Gilmartin Leave a comment

FC2016(ests)92315 The above spreadsheet, gives an early look at what consensus analyst expectations are expecting for 2016. A couple caveats…

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Posted in: Earnings, Earnings estimate revisions, Energy sector, Financial sector, Financials, Sector Earnings Growth Estimates, Technology, Weekly Earnings Update

SP 500 Weekly Earnings Update: Looking at Q3 and Q4 ’15 Expected Earnings Growth

September 19, 2015 Brian Gilmartin Leave a comment

Statistically, the next 5 trading days are one of the weakest in terms of weekly SP 500 returns according to…

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Posted in: Financial sector, Financials, Industrials

Short-term Treasury Yields Soar Pre-Fed

September 15, 2015 Brian Gilmartin Leave a comment

Rick Santelli, the heated and impassioned CNBC reporter who actually provides some good technical info from the floor of the…

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Posted in: FOMC meeting, Treasuries

A Brief, 25-year History of Fed Monetary Policy Changes

September 13, 2015 Brian Gilmartin Leave a comment

Having been in and around the investment business for many years, and witnessing more than a few interest rate cycles,…

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Posted in: FOMC meeting, Treasuries

SP 500 Earnings Update: Look beyond the FOMC Meeting This Week – Could the Debt Ceiling Be An Issue Again ?

September 12, 2015 Brian Gilmartin Leave a comment

All eyes are on the Fed this week, but I’ll be more interested in what comes after i.e. could we…

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Posted in: FDX, FOMC meeting, mu, NKE, ORCL, Weekly Earnings Update

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Fundamentalis

  • Walmart Earnings Preview: Tariff Impact Fading, Still Looking for Margin Gains Ahead
  • SP 500 Earnings and Style-Box Update
  • International Annual Returns, The Breakout in the Nikkei, and Top 10 Holdings
  • Don’t Expect SP 500 Earnings to Call a Market Top
  • Boeing Earnings Summary: Added to Positions After 10% Drop This Week

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