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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 6

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,...
When studying Bond Management, and Money and Banking and the like in business school and the CFA program, the one thing that always stuck out to me in terms of academic discussions of inflation and...
The Invesco S&P 500® Equal Weight ETF (NYSE:RSP) is up about 10% YTD, while the Invesco QQQ Trust (NASDAQ:QQQ) is just barely positive and the S&P 500—before Friday's trading closed, was up about 5%...
The “quiet period” for earnings activity, both in terms of releases and upward/downward revisions, usually lasts from the last two weeks of each quarter, roughly Mar. 15 to the first two weeks of the...
This week will be started off with a link from Factset, John Butter and his crew, as this link from Factset sent to readers this Friday, February 26th, 2021, that Q1 ’21 S&P 500 estimates...
Although the speculative fever isn’t there like the late 1990s, the fact is the “average, annual” returns of Emerging Markets and non-US investing have lagged that of the S&P 500...
Small-caps are outperforming and have outperformed on an absolute basis since last fall, really around November 1, 2020, while “growth” is still slightly outperforming “value” in terms of the...
The S&P 500 rose 4.6% this past week, after falling over 3% last week. The fact that January ’21’s S&P 500 return was -1.01%, and the old saw about “As January goes, so goes the market” still gets...
Short post, but it’s been one I've thought about for a few weeks. Municipal bonds have done well since the election, since a Democratic Administration is typically good for additional state and local...