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Memorial Day Weekend “Linkfest” Worth A Look

May 24, 2015 Brian Gilmartin Leave a comment

A photo that never ceases to choke me up. The only picture I’ve ever seen reminiscent of this, is JFK…

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Posted in: Weekend Link Fest

How are Energy Sector Earnings Looking into 2016 ?

May 23, 2015 Brian Gilmartin Leave a comment

If you aren’t reading Bespoke’s research work (http://www.bespokepremium.com/), you are missing out on some excellent and thorough research at a…

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Posted in: Energy sector

Weekly Earnings Update: Earnings Season Over – Growth Was Pretty Solid Across the SP 500

May 22, 2015 Brian Gilmartin Leave a comment

By the numbers: The forward 4-quarter SP 500 EPS estimate as of today was $122.09, up slightly from last week’s…

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Posted in: Apple (AAPL), Energy sector, Weekly Earnings Update, WMT

Treasuries – Most Oversold since 2009, But Conflicting Signals Grow

May 20, 2015 Brian Gilmartin Leave a comment

While contemplating a couple of different blog posts today, Gary Morrow’s post from This Week on Wall Street (TWOWS), pretty…

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Posted in: GLD, interest rates, thestreet.com, TLT, Treasuries, WMT

SP 500 Weekly Earnings Update: Still No Growth in the Forward Estimate

May 16, 2015 Brian Gilmartin Leave a comment

By the numbers: The forward 4-quarter EPS estimate per Thomson Reuters “This Week in Earnings” was $122.05 this week, versus…

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Posted in: Apple (AAPL), Crude oil / Energy, Earnings, Earnings estimate revisions, Energy sector, Weekly Earnings Update

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Fundamentalis

  • 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
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine

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