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Insightful market commentary from a fresh perspective.
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Why I Remain Sanguine on SP 500 Returns the Next 3 – 5 Years

April 9, 2015 Brian Gilmartin Leave a comment

Remaining positive on the stock market today is a good way – like the old saying about pioneers – to…

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Posted in: Financial sector, Financials, Technology

Four Characteristics of the Post March ’09 Bull Market

April 5, 2015 Brian Gilmartin 2 Comments

1.) Short, sharp, corrections, usually 5% – 7% in severity. The last big correction bottomed last October ’14 and it…

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Posted in: AA, interest rates, SP 500 corrections, stock market sentiment, TLT

SP 500 Weekly Earnings Update: Expect Mid-Single-Digit SP 500 Earnings Growth for Q1 ’15 (ex-Energy)

April 3, 2015 Brian Gilmartin Leave a comment

This week, with the stock and bond markets closed on Good Friday, April 3rd, Thomson Reuters This Week in Earnings…

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Posted in: AA, Weekly Earnings Update

Looking at Select Energy Estimates pre Q1 ’15 Reports

April 1, 2015 Brian Gilmartin Leave a comment

Everyone knows Energy is going to be a mess when the q1 ’15 earnings reports start in two weeks, first…

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Posted in: Crude oil / Energy, Energy sector, HAL, SLB, XOM

Here is One Important Energy Metric Being Closely Watched

March 30, 2015 Brian Gilmartin Leave a comment

Expected 2015 Energy sector growth rates are a mess if you’ve been reading this blog regularly, although the stocks aren’t…

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Posted in: Crude oil / Energy, Energy sector, XOM

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Fundamentalis

  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s

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