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Author: Brian Gilmartin

SP 500 Earnings: Q3 ’21 SP 500 EPS Growth is Looking Pretty Healthy Already

August 13, 2021 Brian Gilmartin Leave a comment

Walmart (WMT) reports their July ’21 quarter this coming Tuesday morning, which traditionally and unofficially ends the quarterly reporting period.…

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Posted in: Weekly Earnings Update

Noting Some SP 500 Data Issues and the Average, Annual Return History for the SP 500

August 11, 2021 Brian Gilmartin Leave a comment

According to Refinitiv, the firm (i.e. IBES) that provides the source data for the weekly earnings updates,  had a data…

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Posted in: Average Annual Return

SP 500 Earnings Update: Pressure Emerges on Top-Down Calendar Year EPS Estimates

August 8, 2021 Brian Gilmartin Leave a comment

The first aspect of the weekly earnings data that jumped out this weekend is that it appears one or more…

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Posted in: Weekly Earnings Update

Looking at SP 500’s “Big 5”: Post-Earnings EPS and Revenue Trends & Top 10 Positions

August 2, 2021 Brian Gilmartin Leave a comment

This post will be kept short and sweet. Barrons is out this weekend as cautious on the “Big 5”. The…

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Posted in: Apple (AAPL), GOOG, GOOGL, MSFT, Tesla

SP 500 Earnings Update: SP 500’s Forward Estimate Increases are Remarkable

July 30, 2021 Brian Gilmartin Leave a comment

As a regular blogger, I try not to be hyperbolic in terms of the market or earnings, but the forward…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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