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Category: Uncategorized

SP 500 Earnings: SP 500 Earnings Beginning to “Return to Normal”

November 14, 2021 Brian Gilmartin Leave a comment

Flow out to the East Coast Friday for dinner with a new client, and I remember thinking “Everyone’s nervous, and…

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Posted in: Uncategorized

SP 500 Earnings: Some Weakening in 2nd Half ’22 Expected Growth Rates

October 22, 2021 Brian Gilmartin Leave a comment

IBES data by Refinitiv’s Earnings Scorecard came out early this Friday morning, 10/22/21, and from that report and one of…

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Posted in: Uncategorized, Weekly Earnings Update

Changes in Q3 ’21 Expected Revenue Growth Rates for the SP 500

October 4, 2021 Brian Gilmartin Leave a comment

There are 11 sectors in the SP 500. Readers need to see how the expected Q3 ’21 sector revenue growth rates…

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Style-Box Strategy Update: The Great Rotation Begins

November 14, 2020 Brian Gilmartin Leave a comment

Like the Greek father of the bride in the “Big, Fat Greek Wedding” who believed that pouring Windex on everything…

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Posted in: Uncategorized

Comp’ing Covid-19 in 2021

November 13, 2020 Brian Gilmartin Leave a comment

Watching the trends in SP 500 EPS and revenue growth for the 2nd and 3rd quarters of 2021 will be…

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Posted in: Uncategorized

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Fundamentalis

  • SP 500 Earnings: Fed Funds Rate Hike Probability for June, Jumps Sharply
  • SP 500 Earnings: Sharp Jump in Treasury Yields / Nvidia and April PCE data This Coming Week
  • Style-Box Update: 5/15/23 – Growth Resumes Outperformance / Don’t Forget Non-US / Russell 2000
  • SP 500 Earnings: Financial and Energy Sectors
  • SP 500 Earnings: Big Jump in Q1 ’23 SP 500 EPS Estimate

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