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Category: jobless claims

SP 500 Earnings: The New “Forward Estimate” after July 1 is Currently $241.70

June 25, 2022 Brian Gilmartin Leave a comment

The 60/40 benchmark portfolio was down -14.64% YTD as of Friday, June 24th, 2022, with the SPY being down -17.26%…

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Posted in: Commodities, jobless claims, Weekly Earnings Update

SP 500 Earnings: The Growing Conclusion There’s More Risk to “E” than “P”

June 10, 2022 Brian Gilmartin Leave a comment

Rick Rieder of Blackrock did his monthly bond call on Thursday morning, June 9th, 2022, and if readers aren’t listening…

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Posted in: BlackRock, Ed Yardeni, Jim Cramer and TheStreet, jobless claims, JPM, PE expansion / contraction

Fundamentalis

  • SP 500 Earnings: The New “Forward Estimate” after July 1 is Currently $241.70
  • Big Banks and Financials Facing Tough Compares from Q2 ’21
  • SP 500 Earnings / SP 500 PE now 15.5x and Earnings Yield at 6.42% / SP 500 Seems Dramatically Oversold
  • Fed Rate Hike: The SP 500 Needs to Regain the May ’22 Low of 3,810
  • SP 500 Earnings Update / 10-Year Treasury Yield Testing May ’22, October ’18 High Yields

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