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6.13.14: SP 500 Earnings Update: 2014 Shaping Up Well in Terms of Earnings Growth

June 13, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters, the “forward 4-quarter estimate” for the SP 500 rose $0.02 this week to $122.96. The p.e on the…

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Posted in: Weekly Earnings Update

6.7.14: SP 500 Weekly Earnings Update: Bottoms-Up 2014 SP 500 Earnings Growth Estimate is 9.1%

June 7, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s, “This Week in Earnings” the forward 4-quarter EPS estimate for the SP 500 fell $0.12 last week…

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Posted in: SP 500 forecast(s), Weekly Earnings Update

June 5, 2014: Why Isn’t the Price of Crude Oil Lower ?

June 5, 2014 Brian Gilmartin Leave a comment

http://www.reuters.com/article/2014/03/05/iraq-oil-idUSL6N0M22P120140305 http://fuelfix.com/blog/2014/05/14/expert-white-house-likely-to-lift-oil-export-ban/ Energy is about 10% – 11% of the SP 500 by market cap. The sector p.e is roughly…

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Posted in: Energy sector

6.4.14: 10-Year Treasury Poised at Critical Level

June 4, 2014 Brian Gilmartin Leave a comment

With the 10-year Treasury poised at a key technical level, just two days in front of the May ’14 employment…

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Posted in: AGG, Bond Market(s), interest rates, TBF - inverse Treasury, TLT

5.31.14: SP 500 Weekly Earnings Update: Q2 ’14 SP 500 Earnings Growth Shaping Up Nicely

May 31, 2014 Brian Gilmartin Leave a comment

According to Thomson Reuters, “This Week in Earnings” dated 5/30/14, the forward 4-quarter estimate for the SP 500 fell to…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)

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