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Category: Top 10 Client Holdings

Style Box Analysis: Will 2021 be the Year of Trend Change ? Top 10 Holdings as of 12/31/20

January 4, 2021 Brian Gilmartin Leave a comment

The catch-up in mid-cap and small-cap was dramatic in Q4 ’20 per the above numbers, but despite “value” doing better,…

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Posted in: Style analysis, Top 10 Client Holdings

Q3 ’20 GDP Expectations, “Average, Annual” Return, Bespoke’s Rotation Risk, and Top 10 Holdings

September 1, 2020 Brian Gilmartin Leave a comment

From Ed Yardeni’s blog on Tuesday, 8/25: “1) GDPNow model tracking at 25.6% for Q2. (2) Citi’s economic surprise index…

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Posted in: Average Annual Return, Top 10 Client Holdings, Uncategorized

Big Banks Kick Off Q2 ’20 SP 500 Earnings This Week

July 12, 2020 Brian Gilmartin Leave a comment

It was tempting to ask in the headline whether readers were looking for the “over” or “under” on Q2 ’20…

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Posted in: Financial sector, GS, JPM, SCHW, Top 10 Client Holdings

Planning Ahead for a “March, 2000” Moment and Top 10 Holdings as of June 30 ’20

July 8, 2020 Brian Gilmartin Leave a comment

As the mainstream business media like CNBC and Bloomberg keep pointing out, the similarities to today’s SP 500 and the…

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Posted in: 2000, Big Tech Cash-flow Valuation, Technology, Top 10 Client Holdings

SP 500 Earnings, Don’t Ignore Corporate Credit Markets, Top 10 Client Holdings

April 8, 2020 Brian Gilmartin Leave a comment

Since last Wednesday night’s April 1, 2020 close, the SP 500 has risen over 11%. Crude oil bottomed in February…

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Posted in: Corporate High Yield, Credit markets, High-Yield Credit, HYG, Standard & Poors Earnings Data, Top 10 Client Holdings

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Fundamentalis

  • 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)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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