Category: IMCV

A Red Flag, S&P 500 Annual Returns, Top 10 HoldingsA Red Flag, S&P 500 Annual Returns, Top 10 Holdings

July 5, 2024 Brian Gilmartin, CFABrian Gilmartin, CFA 0 Comments 12:05 am

Marilyn Nieves In JPMorgan’s (JPM), “Guide to the Market” presentation last Monday, July 1 ’24, Dr. David Kelly, JPMorgan’s Chief[...]

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A Look At S&P 500 Sector EPS And Revenue Growth Trends Into Q2 2024A Look At S&P 500 Sector EPS And Revenue Growth Trends Into Q2 2024

July 1, 2024 Brian Gilmartin, CFABrian Gilmartin, CFA 0 Comments 5:30 am

TERADAT SANTIVIVUT Data source: LSEG (formerly IBES data by Refinitiv) Q2 ’24 S&P 500 earnings will start in the next[...]

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S&P 500 Earnings: June Payroll Report Next FridayS&P 500 Earnings: June Payroll Report Next Friday

June 29, 2024 Brian Gilmartin, CFABrian Gilmartin, CFA 0 Comments 4:10 am

Marilyn Nieves Thanks to the above table from Briefing.com, it’s labor force data week, with JOLTS due out Tuesday morning,[...]

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S&P 6300? Is That Outside The Realm Of Possibility?S&P 6300? Is That Outside The Realm Of Possibility?

June 25, 2024 Lance RobertsLance Roberts 0 Comments 12:50 pm

monsitj Goldman Sachs (GS) recently upped its price target to S&P 6300 for the end of this year, along with[...]

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S&P 500 Earnings: Don’t Ignore 2025 EstimatesS&P 500 Earnings: Don’t Ignore 2025 Estimates

June 24, 2024 Brian Gilmartin, CFABrian Gilmartin, CFA 0 Comments 9:30 am

whyframestudio/iStock via Getty Images This week, the blog is starting off with what I call the “spot curve” of the[...]

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Nearing 10x Sales For Large-Cap TechNearing 10x Sales For Large-Cap Tech

June 20, 2024 Bespoke Investment GroupBespoke Investment Group 0 Comments 11:45 pm

MF3d/E+ via Getty Images In today’s Chart of the Day, we took a look at valuations across the Tech sector[...]

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The Case For Portfolio Rebalancing Looks CompellingThe Case For Portfolio Rebalancing Looks Compelling

June 20, 2024 James PicernoJames Picerno 0 Comments 3:25 pm

NicoElNino The Case For Portfolio Rebalancing Looks Compelling By nearly any measure you cite, US equities are enjoying a stellar[...]

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Junta Of Mega-Cap Stocks RulesJunta Of Mega-Cap Stocks Rules

June 17, 2024 Wolf RichterWolf Richter 0 Comments 3:45 pm

Aleksandra Zhilenkova A market hooked on a handful of mega-cap stocks is a precarious place to be. The Russell 2000,[...]

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S&P 500 (And Russell 2000) Earnings Look: A Quieter Period Between Now And Quarter EndS&P 500 (And Russell 2000) Earnings Look: A Quieter Period Between Now And Quarter End

June 17, 2024 Brian Gilmartin, CFABrian Gilmartin, CFA 0 Comments 6:45 am

TERADAT SANTIVIVUT To give a little voice to the Russell 2000’s earnings, this blog is going to start including some[...]

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Similarities And Differences Between The Late 1990s Stock Market(S) And TodaySimilarities And Differences Between The Late 1990s Stock Market(S) And Today

June 10, 2024 Brian Gilmartin, CFABrian Gilmartin, CFA 0 Comments 10:30 am

primeimages The first major difference between the late 1990s and today’s stock market (and by that is meant the S&P[...]

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