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Category: SP 500 estimate revision data

SP 500 Earnings: Sharp SP 500 Estimate Cuts Meet the Best Monthly Rally Since November ’20

July 29, 2022 Brian Gilmartin Leave a comment

The rally quote was from CNBC’s nightly summary. July ’22 index returns: Dow Jones: +6% SP 500: +9.1% Nasdaq: +12.4%…

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Posted in: SP 500 estimate revision data, Weekly Earnings Update

SP 500 Earnings Update: SP 500 Earnings Should be OK, Watching Crude Oil, Top 10 Holdings as of 3/31

April 16, 2022 Brian Gilmartin Leave a comment

YTD the SPY isĀ  down 7.54%, while the Barclay’s Aggregate is -8.46%, per Morningstar data. Given Ukraine, inflation, sharply higher…

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Posted in: Crude oil / Energy, SP 500 estimate revision data, Weekly Earnings Update

SP 500 Earnings Update: Will 2022 Resemble 2018 ? Inquiring Minds Want to Know

March 26, 2022 Brian Gilmartin Leave a comment

The rise in the 10-year Treasury yield this week from 2.15% as of Friday, March 18, to 2.49% on Friday,…

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Posted in: 10-year Treasury yield, SP 500 estimate revision data, Weekly Earnings Update

SP 500 Earnings: Revisions Turn Weaker, Expected 2022 EPS Growth Still Rangebound

February 11, 2022 Brian Gilmartin Leave a comment

This table is from data courtesy of IBRES data by Refinitiv, which shows how SP 500 EPS “revisions” have softened…

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Posted in: SP 500 estimate revision data, Weekly Earnings Update

When Tracking SP 500 Earnings Won’t Help as a Market-Timing Strategy

August 29, 2021 Brian Gilmartin Leave a comment

This article has been a long-time coming, and will discuss the shortcomings of managing your stock market risk based strictly…

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Posted in: SP 500 corrections, SP 500 estimate revision data

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Fundamentalis

  • StyleBox Update: It Could be Reasonable to Expect Large-Cap Growth to Lag for a While Longer
  • SP 500 Earnings Update: SP 500 Forward EPS Diverging from Bullish Technicals
  • SP 500 Earnings: Forward Revisions Still Negative
  • Int’l and Non-US Investing / Yardeni on “QT2” / Reasons to be Bullish / Top 10 Holdings
  • SP 500 Earnings: Sharp SP 500 Estimate Cuts Meet the Best Monthly Rally Since November ’20

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