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Category: Bespoke

SP 500 Earnings: Still Moving Higher / Quick Look at Apple Revenue / All About Interest Rates

August 19, 2023 Brian Gilmartin Leave a comment

Just updated the spreadsheet for Apple this week, with latest EPS and revenue estimates. Like much of the large-cap tech…

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Posted in: 10-year Treasury yield, Apple (AAPL), Bespoke, Weekly Earnings Update

August ’22 Returns; The Dollar and How We Used to Be Happy

August 31, 2022 Brian Gilmartin Leave a comment

Here is Bespoke’s Asset Class Performance Matrix posted after the close Wednesday, August 31, ’22. (Click on the image to…

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Posted in: Bespoke, CNBC, Housing, US Dollar

SP 500 Earnings Update: The Negative Sentiment is Smothering

July 15, 2022 Brian Gilmartin Leave a comment

SP 500 earnings have seen a little deterioration in the last few weeks, with this week’s data, coming from the…

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Posted in: 2008 Financial Crisis, Bespoke, Netflix, Telco, Weekly Earnings Update

The SP 500 is at a Critical Juncture: Everyone’s Expecting Hot Inflation Data this Week

July 11, 2022 Brian Gilmartin Leave a comment

Technically, the SP 500 remains above the 3,810 May 20th low print and the June 17th low print of 3,636.87.…

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Posted in: Bespoke, CPI / PPI, inflation

SP 500 Earnings Update: Financials Kick Off Q2 ’22 Earnings; Banks / Brokers are Attractively Valued

July 10, 2022 Brian Gilmartin Leave a comment

SP 500 data as of 7/8/22: (Data source: IBES data by Refinitiv’s This Week in Earnings): The “forward 4-quarter” estimate…

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Posted in: Bespoke, BlackRock, Ed Yardeni, JPM, SCHW, Weekly Earnings Update

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Fundamentalis

  • The 10-year Treasury Yield Break Above 4.35% is Worrisome
  • SP 500 Earnings Update and a Look at Costco Vs Walmart Revenue Estimates
  • SP 500 Earnings and an Oracle Earnings Preview
  • Ford, GM, US Steel vs SP 500: A Look at Annual Returns and Returns-On-Invested-Capital
  • Economic Growth is Good, Unless You Are a Bond Market

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