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Standard & Poor’s Howard Silverblatt’s Work on SP 500 Earnings

November 12, 2015 Brian Gilmartin Leave a comment

Howard Silverblatt of Standard & Poors hasn’t been referenced on this earnings blog since last Spring ’15 and for that…

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Posted in: estimize, Factset, Standard & Poors Earnings Data, Thomson Reuters TWIE

SP 500 Earnings: Major Retailers Report Over Next Few Weeks – The Importance of WalMart

November 8, 2015 Brian Gilmartin Leave a comment

With roughly 441 of the SP 500 companies having reported their Q3 ’15 earnings, (Factset says 444 SP 500 companies…

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Posted in: Amazon, CSCO, Retail, Uncategorized, Weekly Earnings Update, WMT

2-Year Treasury Yield Back to Mid-September ’15 Highs

November 5, 2015 Brian Gilmartin Leave a comment

Friday morning, November 6th, Wall Street gets the monthly update on the job market as the October ’15 nonfarm payroll…

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Posted in: Liquidity Trap, TBF - inverse Treasury, Treasuries

SP 500 Earnings: SP 500 Ex-Energy, Both EPS and Revenue History Show Stability and Consistency

November 3, 2015 Brian Gilmartin Leave a comment

In this weekend’s SP 500 Earnings Update, readers were told I’d get the history of the SP 500 from Thomson Reuters…

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Posted in: Standard & Poors Earnings Data

October ’15’s SP 500 Earnings Results: Ex-Energy, SP 500 Earnings Growth 5% – 6% for Q3 ’15

October 31, 2015 Brian Gilmartin Leave a comment

Using Factset’s Weekly Earnings Insight, Ex-Energy, SP 500 earnings are +5% – 6% for Q3 ’15, probably slightly slower than…

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Posted in: Apple (AAPL), Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1

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