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Category: Japan and Nikkei

8.24.13: SP 500 Earnings Update: Forward Growth Rate Increases Once Again

August 25, 2013 Brian Gilmartin Leave a comment

The forward 4-quarter EPS estimate for the SP 500 fell $0.03 this week to $115.86, from last week’s $115.89. The…

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Posted in: Earnings, FCX, Japan and Nikkei, Uncategorized

8.3.13: SP 500 Earnings: Lapping Weakest 2012 Earnings Growth in Q3 ’13 / Municipal CEF’s Are Getting Stupid Cheap

August 3, 2013 Brian Gilmartin Leave a comment

Q3 ’12, earnings growth for the SP 500 was just 0.1%, the lowest year-over-year growth for the SP 500 since…

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Posted in: AA, Earnings, Facebook (FB), FB, FCX, IEF, interest rates, Japan and Nikkei, JNJ, TBF - inverse Treasury, TLT, X

7.30.13: Yen Needs to Weaken

July 30, 2013 Brian Gilmartin Leave a comment

  Here is a longer term look at the Yen chart, which has strengthened further this week, and sent the…

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Posted in: Japan and Nikkei, Uncategorized

7.27.13: SP 500 Earnings: The Growth Rate of the Forward Estimate Continues to be Key Tell

July 28, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” estimate for the SP 500 slipped a little this week to $116.14, from $116.74 last…

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Posted in: AA, AGG, Bond Funds, Bond Market(s), Earnings, Facebook (FB), FB, Financials, INTC, Japan and Nikkei, S&P 500, SCHW, TBF - inverse Treasury, Uncategorized

7.20.13: SP 500 Earnings Update: SP 500 Forward Earnings Estimate at New High / Financial’s Earnings Growth Tremendous

July 20, 2013 Brian Gilmartin Leave a comment

Speaking of Forward Earnings: Great article from Jeff Miller’s A Dash of Insight published yesterday on the importance of “forward…

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Posted in: Earnings, IEF, ISRG, Japan and Nikkei, MSFT, S&P 500, TLT

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Fundamentalis

  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?

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