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Category: stock market sentiment

Are Retail Investors Still Reliving 2008 ?

April 23, 2018 Brian Gilmartin Leave a comment

5 weeks ago, Jason Zweig of the Wall Street Journal wrote a great article about the loss of trust in…

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Posted in: Secular Bull Market, stock market sentiment

Will 2018 be a Year of “P.E Contraction” ?

December 15, 2017 Brian Gilmartin Leave a comment

Suddenly all the prognosticators are bullish. Individual investor sentiment had risen the last few weeks: Bespoke put out their graph…

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Posted in: Morningstar data, Standard & Poors Earnings Data, stock market sentiment

What is Worrisome about this Stock Market, and Where Readers Might Find Value

November 5, 2017 Brian Gilmartin Leave a comment

Two items read this week, were a little worrisome: 1.) Liz Ann Sonders, Schwab’s great strategist, posted this to Twitter…

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Posted in: Bespoke, Biotech, Biotech sector / earnings, CME, EEM, Emerging Market ETF's (EEM, Emerging Markets, GS, Horan Capital, JPM, QQQ, SeeitMarket, stock market sentiment, Technology

One amazing metric…

March 3, 2017 Brian Gilmartin Leave a comment

Bullish Sentiment Lower: What Else is New? The one still amazing metric about this bull market in the SP 500…

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Posted in: stock market sentiment

SP 500 Weekly Earnings Update: Did the Re-Naming of Chicago’s Sox Park Call a Top in the Bond Market ?

August 27, 2016 Brian Gilmartin Leave a comment

Doug Kass, the famed author of “The Edge” column at Jim Cramer’s Street.com, and a noted bear who gave the…

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Posted in: Municipal High Yield, stock market sentiment, Taxable High Yield, TBF - inverse Treasury, TLT, TNX

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Fundamentalis

  • 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
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)

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