Category: PY

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[...]

Read MoreRead More

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[...]

Read MoreRead More

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,[...]

Read MoreRead More

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[...]

Read MoreRead More

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[...]

Read MoreRead More

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[...]

Read MoreRead More

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[...]

Read MoreRead More

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,[...]

Read MoreRead More

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[...]

Read MoreRead More

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[...]

Read MoreRead More