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Month: February 2018

SP 500 gains: Tax reform or economic growth ?

February 13, 2018 Brian Gilmartin Leave a comment

  Click on the table to enlarge the spreadsheet, but the table shows SP 500 revenue growth – by sector…

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Posted in: SP 500 Revenue Growth

SP 500 “Earnings Yield” Jumps to 6.1% / Forward Growth Rate to 20%

February 9, 2018 Brian Gilmartin Leave a comment

Given the market action this week, i wondered if Street analysts would pull in their bullishness on forward SP 500…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

What Years Saw Strong SP 500 Earnings Growth but Little Return on the Benchmark ?

February 7, 2018 Brian Gilmartin Leave a comment

The two most glaring examples are 1994 and 2011. We’ve written about these years before as examples of years where…

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Posted in: PE expansion / contraction

How Have 2018 Growth Expectations Changed by Sector ?

February 3, 2018 Brian Gilmartin Leave a comment

  This blog post (see link) was written last December, 2017, and given tax reform and the hefty 6% return for…

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Posted in: Financial sector, Financials, Sector Earnings Growth Estimates, Technology

2018 Estimated SP 500 Earnings Growth Rises to 18%

February 2, 2018 Brian Gilmartin Leave a comment

Last week, this blog post was shown in order for readers to get a sense for how fast SP 500…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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