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SP 500 Weekly Earnings Update: Apple’s Market-Cap and Earnings Weight Will Have Investors Attention This Week

April 23, 2016 Brian Gilmartin Leave a comment

Last week, we noted the continued increase in the “forward 4-quarter estimate” which was unusual given the typical pattern, and…

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Posted in: Apple (AAPL), Weekly Earnings Update

SP 500 Earnings Update: Big Jump in Forward Estimate – Quite Unusual

April 17, 2016 Brian Gilmartin Leave a comment

Thomson Reuters is re-checking the data, but this past week readers of the Thomson Reuters “This Week in Earnings” report…

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Posted in: Weekly Earnings Update

Sunday Could Be Big Day Internationally

April 15, 2016 Brian Gilmartin Leave a comment

Doha We’ve already heard a ton about the Doha OPEC meeting and what it could mean for crude prices. A…

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Posted in: Brazil (EWZ), Energy ETF's (XLE, Energy sector, Japan and Nikkei, Yen

SP 500 Earnings: Not As Bleak as They Seem. Ex-Energy, Look for Low Single Digit Earnings Growth in Q1 ’16

April 10, 2016 Brian Gilmartin Leave a comment

Thomson Reuters SP 500 Earnings data (by the numbers): Forward 4-quarter estimate increased this week to $124.78 versus last week’s…

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Posted in: Energy ETF's (XLE, Financial sector, Financials, Weekly Earnings Update

SP 500 Earnings: Why the Energy Sector Remains the Key to This Market

April 9, 2016 Brian Gilmartin Leave a comment

The Weekly Earnings Update is already done, but this comment on the Energy sector takes precedence in my opinion in…

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Posted in: Bespoke, EEM, Emerging Market ETF's (EEM, Emerging Markets, Energy sector, IYE), Uncategorized, VWO), XOM

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Fundamentalis

  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
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  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve

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