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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 5

It’s hard not to be a nervous long here, but scan the following table: Data Source: IBES data by Refinitiv Readers have been shown this table for one-and-off for the last several weeks, but it’s the...
S&P 500 sentiment is far too bullish, while breadth is not. The bullish sentiment has been well documented and should make investors somewhat nervous, but the fact is market breadth, which has...
Click on and expand the above iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) chart and you’ll see the ETF holding weekly support. If readers would then look at the bottom third of the chart, you’ll...
This has become the “go to” table every week to portray in one clip, the upward pressure on “expected” S&P 500 revenue and EPS growth for readers. This is a good thing for those long or bullish the...
Courtesy of Bespoke, here is a complete list of companies scheduled to report this week. I counted 17 financial sector companies reporting but Bespoke says it is 16 of 23 companies that are from the...
Last week, IBES data by Refinitiv never published the Q1 – Q4 ’22 bottom up Quarterly S&P 500 EPS estimates, which meant that the “forward 4-quarter” estimate covering Q2 ’21 – Q1 ’22 could only be...
With the turn into the new quarter on Apr. 1, normally IBES by Refinitiv provides the “bottom-up” quarterly estimates for what is calendar 2022, however they did not provide that data on either Apr. 1...
Not to be trivial about it, but little has changed in terms of the upward revisions to EPS estimates for forward quarters for the SP 500. After the 4th quarter correction in 2018, which occurred 2...
Last week, we wrote about the upward revisions in Tech sector EPS estimates. As of Friday, March 19th, 2021, Technology was 26.4% of the S&P 500’s market cap. While Apple's market cap weight as of...
Everyone is watching the relationship between the 10-year Treasury yield and the QQQs or NASDAQ 100 ETF. While there will be another weekly set of numbers coming out of Refinitiv on Friday, Mar. 19,...