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Author: Brian Gilmartin

SP 500 Earnings: Forward Earnings Estimates Stabilizing and a Table on Buybacks

May 22, 2020 Brian Gilmartin Leave a comment

  Using Refinitiv’s Earnings Aggregates published this morning, Friday, May 22nd, 2020, and updating our spreadsheet, readers can see the…

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Posted in: Repurchase stock, SP 500 estimate revision data, Weekly Earnings Update

Forward SP 500 Earnings are Stabilizing: Take Note of It

May 17, 2020 Brian Gilmartin Leave a comment

This weekend’s Weekly Earnings Update which was really the SP 500 forward earnings curve is/was another sign that SP 500 earnings…

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Posted in: 2020 SP 500 Earnings data, SP 500 forward estimate rate of change, Standard & Poors Earnings Data

SP 500 Earnings Update: Forward Estimates Falling at Slower Rates

May 15, 2020 Brian Gilmartin Leave a comment

(Estimate source is IBES data by Refinitiv, This Week in Earnings) This has been a common theme the last few…

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Posted in: Weekly Earnings Update

Emerging Markets Update: So Bad it’s Good ?

May 13, 2020 Brian Gilmartin Leave a comment

Looking at the carnage today, the one aspect of the trade that stood out was the lack of damage to…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, Oakmark International, US Dollar

The SP 500 Forward Earnings Curve: Sequential Improvements in Rate of Decline Continue

May 8, 2020 Brian Gilmartin Leave a comment

  Using some interim IBES data by Refinitiv reports, here is the “forward earnings curve” for the SP 500. This…

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Posted in: BlackRock, Forward SP 500 earnings curve

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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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