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Brian Gilmartin

  • Analysis & Opinion

Brian Gilmartin's Opinion & Analysis
A complete archive of Brian Gilmartin's articles, including current analysis & opinion.

As a former analyst, now portfolio manager, being a data geek goes hand-in-hand with assessing various market, sector and individual security risks. Often, if the data cant be found in one place, a ...
With 493 of the S&P 500 having reported 2nd quarter earnings, the “forward 4-quarter” estimate slipped a whopping $0.05 this past week, to $126.28 from last week’s $126.33. With ...
The is based on a Wall Streeet Journal 'Real Time Economics' tweet on Tuesday after after Ben Bernanke testified in the AIG litigation recently. I think former Fed Chair Bernanke was right in ...
According to Thomson Reuter’s This Week in Earnings, the forward 4-quarter EPS estimate for the S&P 500 fell $0.25 this week to $126.33, versus last week’s $126.58. The p.e ratio on the forward ...
When we wrote the weekend earnings update and linkfest, Industrials were one of the more oversold sectors, and we promised an update on the group to readers. Industrials are roughly 10% of the S&P...
We haven’t done a Linkfest in a while. Tadas Viskanta’s “Abnormal Returns” is the gold standard amongst the blog distributor’s, but our goal is not to compete with or even try and emulate Tadas’s ...
Per Thomson Reuter’s, “This Week in Earnings”, the forward 4-quarter estimate for the S&P 500 fell this week to $126.78 from last week’s, $127.00. The p.e ratio on the ...
Having been fortunate to be invited to a fixed-income roundtable this morning to hear John Miller of Nuveen’s High Yield Muni Fund, Denise Simon, Managing Director at Lazard Asset Management, who is ...
Per Thomson Reuters’s, “This Week in Earnings” the forward 4-quarter EPS estimate fell $.07 this week to $127.00 even, from $127.07 the past two weeks. The forward p.e ratio as of Friday, August 1, ...
The link below is a download of our/my internal spreadsheet noting the history of the last few years' worth of S&P 500 corrections: SP500corrections Note how in 2014 we’ve seen two very brief S&P 500...