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Author: Brian Gilmartin

SP 500 Earnings Update: Green Shoots on Forward SP 500 Earnings

May 2, 2020 Brian Gilmartin Leave a comment

First, let’s take a look at the last five years of annual SP 500 EPS and the year-over-year (y/y)growth rate…

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Posted in: Standard & Poors Earnings Data, Weekly Earnings Update

High Yield Struggled Last Week – the Asset Class Remains Cheap

April 27, 2020 Brian Gilmartin Leave a comment

  This is a spreadsheet kept on Bloomberg bond market data, which i find very helpful (the Bloomberg data, not…

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Posted in: High-Yield Credit, HYG

SP 500 Earnings Weekly Update: Averaging Expected Growth Rates for 2020 and 2021

April 24, 2020 Brian Gilmartin Leave a comment

One thing that’s been tracked for a while, but might be somewhat useful in this type of market environment where…

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Posted in: Weekly Earnings Update

Technology’s “Big 5” Report Next Week – 20% of SP 500 Market Cap

April 23, 2020 Brian Gilmartin Leave a comment

  Looking at the SP 500 EPS and revenue data in general, the trough in y/y decline in SP 500…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, MSFT, Technology

Summarizing SP 500 EPS Estimates over Various Timeframes

April 19, 2020 Brian Gilmartin Leave a comment

It’s easy to go off on a tangent when analyzing SP 500 earnings data so here is a quick summary…

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Posted in: Standard & Poors Earnings Data

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Fundamentalis

  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High
  • SP 500 Earnings: Wow, the SP 500 Estimated EPS & Revenue Growth Rates Improvements are Remarkable
  • Tech Sector Revenue Growth has Been Accelerating Since Late ’22
  • SP 500 Earnings Update: Q2 ’25 Results Still Robust, Q3 ’25 Revisions Remain Positive
  • Secular Bull Markets: The Shot-Clock is Ticking

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