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Author: Brian Gilmartin

Changes in Q3 ’21 Expected Revenue Growth Rates for the SP 500 / Top 10 Holdings as of 9/30/21

October 2, 2021 Brian Gilmartin Leave a comment

There are 11 sectors in the SP 500. Readers need to see how the expected Q3 ’21 sector revenue growth…

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Posted in: SP 500 Revenue Growth, Top 10 Client Holdings

Weekly Update: The “Forward 4-Qtr Estimate” Will Jump to $212 – $213 Next Week

October 1, 2021 Brian Gilmartin Leave a comment

One of the vagaries of the IBES data by Refinitiv, is that the “This Week in Earnings” and the Earnings…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, MSFT, Weekly Earnings Update

SP 500 “Top 10”: Market Cap vs Earnings Weight

September 25, 2021 Brian Gilmartin Leave a comment

There is a few similarities between today’s SP 500 and the SP 500 back in the late 1990’s. Ed Yardeni…

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Posted in: Amazon, Apple (AAPL), Earnings Weight vs Market Cap, MSFT, Top 10 Earnings weights, Top 10 Market Cap Weights

2022 Expected Quarterly SP 500 EPS / Revenue Growth Rates Still Being Revised Higher

September 24, 2021 Brian Gilmartin Leave a comment

There is a few more blogs out there publishing research on SP 500 earnings and it’s good to see. The…

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Posted in: 2022, DataTrek

Updating SP 500 Numbers / Market Bubble Conditions Don’t Appear Present

September 19, 2021 Brian Gilmartin Leave a comment

Friday night’s post was a chance to show readers how much SP 500 revenue and EPS “expected” growth estimates have…

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Posted in: Earnings Weight vs Market Cap, Ed Yardeni, Weekly Earnings Update

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