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Author: Brian Gilmartin

What Might SP 500 EPS Estimates Look Like in 2021 with Higher Corporate Tax Rates ?

October 28, 2020 Brian Gilmartin Leave a comment

Briefing.com published a summary of each Presidential candidates tax plan and potential impact on Monday, October 26th, 2020. Both candidates…

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Financial Sector – Sharp Improvement to Expected Growth Rates

October 25, 2020 Brian Gilmartin Leave a comment

Looking at the quarter-by quarter data from IBES by Refinitiv, the sharp upward improvement to the Financial sector’s expected growth…

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Stay With Financials: Forward SP 500 Earnings Revisions Look Great

October 23, 2020 Brian Gilmartin Leave a comment

Thursday night, a post was stuck on this blog about what the markets are telling us about the Presidential election.…

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What the Markets are Telling Us about the President Election

October 22, 2020 Brian Gilmartin Leave a comment

First, the bounce in the marijuana stocks are probably telling us that Joe Biden has taken the presumed lead of…

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Forward SP 500 Earnings Still Moving the Right Direction

October 16, 2020 Brian Gilmartin Leave a comment

The thought is to start this weekend’s SP 500 earnings update with the y/y growth rates for Q3 ’20 through…

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Fundamentalis

  • SP 500 Earnings Update: Q2 ’25 Results Still Robust, Q3 ’25 Revisions Remain Positive
  • Secular Bull Markets: The Shot-Clock is Ticking
  • Boeing Earnings Preview: Administration Support Could be Important Tailwind, As BA Digs Out of Deep Hole
  • Netflix Earnings Summary: The Business Model is Fine, It’s PE Compression That is the Risk
  • SP 500 Earnings: One Unusual Aspect to Q3 ’25 Earnings Estimates

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