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Author: Brian Gilmartin

6.22.13: SP 500 Earnings Update: Can Earnings Growth Offset Rising Interest Rates and Fed Impact on Stock Market Valuation ?

June 23, 2013 Brian Gilmartin Leave a comment

Interesting Stat – look for a bounce in the SP 500 Interesting statistic out of Bespoke this weekend: we had…

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Posted in: AGG, Bond Funds, Bond Market(s), Earnings, HYG, interest rates, JNK, NKE, S&P 500, TBF - inverse Treasury, The Fed

6.20.13: Watch Old Highs of 1,555 and 1,577 for SP 500

June 20, 2013 Brian Gilmartin Leave a comment

We like to attach charts to our weekly work to give readers something to focus on, besides my boring verbiage…

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Posted in: S&P 500

6.18.13: The Cacophony Around the Fed

June 18, 2013 Brian Gilmartin Leave a comment

Unless you live in a cave, or fail to turn on CNBC (despite your love for the markets), you are…

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Posted in: interest rates, MCO, The Fed

6.15.13: SP 500 Earnings Update – Do Earnings Matter and Stay with Financials

June 16, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 rose a smidge this week, to $113.32, from last…

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Posted in: CAT, CME, DE, Earnings, GS, JPM, S&P 500, SCHW, TBF - inverse Treasury

6.13.13: SP 500 Going Much Higher (Over Time)

June 13, 2013 Brian Gilmartin Leave a comment

We still struggle with getting our graphs right, but this chart / graph courtesy of Norm Conley of JA Glynn…

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Posted in: S&P 500

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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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