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7.1.14: Weekly Linkfest

June 30, 2014 Brian Gilmartin Leave a comment

A little late getting out this week… We are going to start off the Linkfest with a corporate credit topic:…

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Posted in: Weekend Link Fest

6.28.18: SP 500 Earnings Update: Forward Estimate Quarterly Bump Next Week Should be Near $125 per Share

June 28, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters, the “forward 4-quarter” estimate of the SP 500 fell last week to $122.97 from the prior week’s…

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Posted in: Basic Materials, Earnings, Earnings estimate revisions, Fwd 4-qtr growth rate (SP 500), S&P 500, Weekly Earnings Update

6.27.14: Year-to-date Asset Class Performance

June 27, 2014 Brian Gilmartin Leave a comment

http://www.bespokeinvest.com/thinkbig/2014/6/27/first-half-coming-to-an-end.html Click on the above link from Bespoke and you will see all the various returns by asset class for…

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Posted in: AGG, S&P 500

6.24.14: For “Reversion to the Mean” believers, US Equities Still Look Good

June 24, 2014 Brian Gilmartin Leave a comment

We were fortunate to be invited to a BlackRock “Alts” conference in Chicago last week, presumably the group was in…

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Posted in: Reversion to the mean

June 22, 2014: Weekend Linkfest: Inflation Data Getting A Lot Of Attention

June 22, 2014 Brian Gilmartin Leave a comment

Haven’t done one (Linkfest blog) in a while, and it hasn’t really been missed, so not sure why I’m spending…

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Posted in: AA, Basic Materials, Energy sector, FCX, The Fed, Uncategorized, Weekend Link Fest, X

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Fundamentalis

  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week
  • International Equity Annual Returns: Non-Correlated to the US Returns and Don’t Forget Japan
  • Annual Fixed Income Returns: Emerging Markets Lead, Muni’s Lag
  • Aiming for 4th Year in a Row of Double-Digit SP 500 Returns: Buyer Beware
  • Walmart Earnings Summary: The Bigger Picture Story: Walmart is Closing the Gap with Amazon in E-commerce

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