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SP 500 Earnings Metrics: Silverblatt’s Earnings Work, the Fed Model, and today’s SP 500 Rally

March 16, 2015 Brian Gilmartin Leave a comment

After forgetting to put the weekly earnings metrics into the Weekly Update on Saturday, here are the weekly metrics and…

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Posted in: Fed Model, S&P 500, SP 500 dividend yield, Standard & Poors Earnings Data, Weekly Earnings Update

SP 500 Weekly Earnings Update: Forward 4-Quarter Growth Rate Barely Positive. Hasn’t Been Negative since 2009

March 14, 2015 Brian Gilmartin Leave a comment

The Thomson Reuters earnings data I track on an Excel spreadsheet goes back a long way, back to the year…

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Posted in: FDX, LEN, LEN TIF, ORCL, US Dollar, Weekly Earnings Update

3.9.15: SP 500 Revenue Growth – A Look Inside

March 9, 2015 Brian Gilmartin Leave a comment

Happy 6th birthday to bull market born on March 9th, 2009. The goal in today’s post is to look at…

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Posted in: SP 500 Revenue Growth

3.8.15: Some Earnings Insights from Factset and SP’s Howard Silverblatt

March 8, 2015 Brian Gilmartin Leave a comment

In the Weekly Earnings Update found on this blog every week, most of the data is taken from Thomson Reuters,…

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Posted in: Factset, Factset earnings data, SP 500 forecast(s), SP 500 Revenue Growth, Standard & Poors Earnings Data, Thomson Reuters TWIE Filed under: Standard & Poors Earnings data

3.7.15: SP 500 Weekly Earnings Update: Still Beating the Same Drum

March 7, 2015 Brian Gilmartin Leave a comment

Factset’s Earnings Insight, overseen by John Butters, who was responsible for Thomson Reuters, “This Week in Earnings” (TWIE) every week,…

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Posted in: Earnings estimate revisions, Energy sector, Fwd 4-qtr growth rate (SP 500), 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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