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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

5.25.16: Weekend Linkfest – Other Opinions You Must Read

May 25, 2014 Brian Gilmartin Leave a comment

Navy Admiral William McRaven, gives the commencement address at University of Texas, Austin. You must read it or listen to…

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Posted in: Weekend Link Fest

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Fundamentalis

  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25

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