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Insightful market commentary from a fresh perspective.
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Technology Revisions Look Strong Over Next 3 Quarters

August 16, 2016 Brian Gilmartin Leave a comment

Per the Thomson Reuters data, here is how the Technology sector’s expected quarterly growth rate has changed over the last few…

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Posted in: Apple (AAPL), Sector Earnings Growth Estimates, Technology

SP 500 Weekly Earnings Update: Ex-Energy, Q2 ’16 Earnings Growth +0.4%

August 13, 2016 Brian Gilmartin Leave a comment

With Walmart’s (WMT) earnings report this week, the Q2 ’16 earnings season unofficially comes to an end. Ex-Energy, (and per…

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Posted in: Weekly Earnings Update

What does Forward Earnings Curve say about 2017 SP 500 Earnings ?

August 9, 2016 Brian Gilmartin Leave a comment

Is there a forward earnings curve for the SP 500 ? Id say “yes” although readers need to be careful…

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Posted in: Earnings, Earnings estimate revisions, Forward SP 500 earnings curve, Standard & Poors Earnings Data

SP 500 Weekly Earnings Update: Technology Sector the Clear Winner for Q2 ’16

August 6, 2016 Brian Gilmartin Leave a comment

Looking at the change in “expected” sector growth rates for Q2 ’16, Technology is the clear winner, and the fact…

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Posted in: Apple (AAPL), Financial sector, Financials, Sector Earnings Growth Estimates, Technology, Weekly Earnings Update

Remaining a Nervous Energy Bull

August 2, 2016 Brian Gilmartin Leave a comment

Exxon-Mobil (XOM) and Chevron (CVX) reported their 2nd quarter ’16 financial results last Friday, and the results – particularly Exxon’s…

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Posted in: CVX, Energy ETF's (XLE, Energy sector, Oil Services Co's, XOM

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Fundamentalis

  • 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
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine

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