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12.30.13: SP 500 Corrections off the March, 2009 market low

December 30, 2013 Brian Gilmartin Leave a comment

We’ll be out with our 2014 thoughts later this week, although we think 2014 could be another decent year for…

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Posted in: SP 500 corrections

12.29.13: SP 500 Sector Earnings Growth Estimates for 2014

Brian Gilmartin Leave a comment

Being big fans of how SP 500 sector earnings growth estimates change over time, particularly as the estimates trend versus…

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Posted in: Sector Earnings Growth Estimates

12.28.13: Is Basic Materials the Sleeper Sector of 2014 ?

December 28, 2013 Brian Gilmartin Leave a comment

We are starting to see a little life in the commodity sector. This weekend (12/28/13), one of my former fellow…

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Posted in: AA, Basic Materials, FCX, X

12.28.13: SP 500 Earnings Update: Expect 10% y/y SP 500 Earnings Growth in q4 ’13 – Best in 2 years

Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” SP 500 earnings estimate fell this past week to $116.94 for a $0.71 decline. The…

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Posted in: Weekly Earnings Update

12.22.13: Weekend Links of Some Gravitas

December 22, 2013 Brian Gilmartin Leave a comment

One of the best tweets of the week, from Josh Brown (naturally) who linked this Harvard study noting that for…

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Posted in: BAC, BBY, Bond Market(s), CME, FCX, Financial sector, Financials, HPQ, HYG, JCP, JNK, Municipal Bond market, Uncategorized, Weekend Link Fest

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Fundamentalis

  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • 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

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