GM | Fundamentalis

What SP 500 Earnings Estimates Are Not

December 9, 2017

Bob Doll, Nuveen’s excellent strategist here in Chicago was on CNBC Wednesday here and he talked about the SP 500 possibly not seeing as a much as a 10% correction given that ‘earnings are too strong”. Bob could be right, but … Continued

SP 500 Weekly Earnings Update: Energy, Commodities, Emerging Markets (Oh My)

April 22, 2017

By Brian Gilmartin

With Schlumberger’s (SLB) report Friday morning, the Energy sector weighting was reduced by selling the OIH. Despite very easy compare’s to Q1 ’16’s $28 – $30 crude oil nadir, there was very little “upside surprise” to the report and forward … Continued