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Author: Brian Gilmartin

SP 500 Earnings: SP 500 Earnings Beginning to “Return to Normal”

November 14, 2021 Brian Gilmartin Leave a comment

Flow out to the East Coast Friday for dinner with a new client, and I remember thinking “Everyone’s nervous, and…

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Posted in: Uncategorized

SP 500 Weekly Update: $4 Jump in ’21 Estimate; 2022 Still Murky

November 5, 2021 Brian Gilmartin Leave a comment

The SP 500 2021 full-year calendar estimate rose this week to $205.21 from $201.34, which is probably a function of…

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Posted in: Weekly Earnings Update

SP 500 “Upside Surprises” / Russell 2000 / Taper and Rising Crude Oil and EV supply

November 2, 2021 Brian Gilmartin Leave a comment

There are a lot of these charts floating around of the possible pending breakout of the Russell 2000 above the…

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Posted in: 2022, Crude oil / Energy, Electric vehicles (EV), Russell 2000

SP 500 Weekly Earnings Part II: Since 10/1/21, How Have Q4 ’21 “Expected” Sector Revenue Growth Rates Changed?

October 30, 2021 Brian Gilmartin Leave a comment

For the quick answer, actually very little: Cons Disc: +9.6% today vs 11.2% on 10/1/21 Cons Spls: +5.2% today vs…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: Q3 ’21 Results are Solid / 2022 Will Be Return to Average

October 29, 2021 Brian Gilmartin Leave a comment

With the Big 5 mega-cap tech names reporting his past week, the changes in the SP 500 estimates for 2021…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • It’s a New Year, and At Least So Far, a New Stock Market
  • SP 500 Earnings: Tech Sector Revisions Still Robustly Positive
  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25

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