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Category: 2017

SP 500 Weekly Earnings Update: Forward Growth Rate Still moving Higher

March 11, 2017 Brian Gilmartin Leave a comment

Basically, 495 of the SP 500 have reported Q4 ’16 earnings by now, so we look forward as they say,…

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Posted in: 2017, 2017 Fiscal Policy, PE expansion / contraction, Weekly Earnings Update

President’s SOTU Address: Watch the Treasury Market / Interest rates for Growth Tell

February 28, 2017 Brian Gilmartin Leave a comment

Tonight, the President gives his State of the Union (SOTU) address, his first as President of the United States, and…

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Posted in: 2017, 2017 Fiscal Policy

How Good is the SP 500 “Fwd 4-Quarter Estimate” at Predicting the Year-End Actual Estimate ?

February 20, 2017 Brian Gilmartin Leave a comment

Reader “dmarilley” over on Seeking Alpha asked a good question about a month ago, but it has taken me some…

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Posted in: 2017, 2017 Fiscal Policy, Forward SP 500 earnings curve, Fwd 4-qtr growth rate (SP 500)

Tax reform and the Border Tax – A Quick Primer on SP 500 Earnings Impact

February 9, 2017 Brian Gilmartin Leave a comment

One of the risks with the time it takes to push through what might be the biggest change to the…

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Posted in: 2017, 2017 Fiscal Policy, Treasuries, US Dollar

SP 500 Weekly Earnings Update: Forward 4-Qtr Growth Rate Highest Since Late 2014

January 22, 2017 Brian Gilmartin Leave a comment

Thomson Reuters I/B/E/S data by the numbers:  Forward 4-Quarter estimate: $132.93 vs last week’s $132.75 P.E ratio: 17(x) PEG ratio:…

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Posted in: 2017, 2017 Fiscal Policy, Weekly Earnings Update

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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