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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 - Page 11

Regarding S&P 500 earnings, the forward revisions continue to look very good.Forward S&P 500 Earnings Curve: Note the “4-week rate of change”.Next 4 Quarter’s Revisions: This is a peek at the next 4...
First, the bounce in the marijuana stocks are probably telling us that Joe Biden has taken the presumed lead of late in terms of the favorite to win the 2020 Presidential election. That sector’s been...
The forward 4-quarter estimate for the S&P 500 returned to its familiar pattern of sequentially moving higher this week, printing $156.08 vs $155.98 last week. A small increase—yes—but still...
JPMorgan (NYSE:JPM) reports their Q3 ’20 financial results on Tuesday morning, October 13th, 2020, followed by Bank of America (NYSE:BAC) and Wells Fargo (NYSE:WFC) on Wednesday. Goldman Sachs...
Sam LaDuc over at Samantha LaDuc trading out of the Boston area, published this missive on Election Risks and Opportunities over the weekend that is worth the read. Agree with Sam on Financials, not...
Every quarter, JP Morgan’s Dr. David Kelly and the JP Morgan Research team publish their “Guide to the Market”, which is a 70-75 page look at the capital markets, the economy, Fed policy, the dollar...
Coming into COVID-19, a chunk of client bond money was in higher yielding money-markets since credit spreads (in my opinion) offered little value prior to March ’20. After the 35% correction in...
Per our technical software, the S&P 500 has declined a little over 6% the last two weeks, while the Invesco QQQ Trust (NASDAQ:QQQ) has fallen a little over 7%. The NASDAQ 100 closed below its 50-day...
Each week, when the core IBES data by Refinitiv is dropped into the spreadsheets, I try and think about which of the datasets is most meaningful. This week, this table wasn’t what was...
It has been a while since Ibbotson’s Stocks, Bonds, Bills and Inflation (SBBI) data had been seen, since Morningstar bought Ibbotson’s practice years ago and moved the SBBI in-house and...