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Author: Brian Gilmartin

SP 500 Earnings: Slowly Improving, Although Technology Earnings are Lagging the Recovery

May 4, 2019 Brian Gilmartin Leave a comment

  This graph, which appears weekly on the first page of I/B/E/S by Refinitv’s “This Week’s in Earnings” sometimes tells…

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Posted in: 2019 SP 500 earnings, Weekly Earnings Update

Apple Reports Tonight: Stock Rangebound as Business Model Transition Evolves?

April 30, 2019 Brian Gilmartin Leave a comment

This weekly chart of Apple shows that – while the stock has had a nice bounce since the December ’18…

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Posted in: Apple (AAPL)

The Dollar, Market Breadth, High-Yield Bond Market Health and the VIX

April 28, 2019 Brian Gilmartin Leave a comment

The SP 500 closed within one point of September, 2018 all-time last Friday. You’d have to think “everyone” is watching…

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Posted in: Bond Market(s), Credit markets, Market breadth, US Dollar, UUP, VIX Filed under: VIX

How Have Full-Year 2019 SP 500 Earnings Estimates Changed ?

April 27, 2019 Brian Gilmartin Leave a comment

First, for the first time in a while, the number of “positive revisions” to SP 500 estimates outnumber “negative revisions:…

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Posted in: 2019 SP 500 earnings, Financial sector, Financials, SP 500 estimate revision data, Uncategorized

SP 500 Earnings Rebound Continues – Revenue Growth is Less Robust

April 26, 2019 Brian Gilmartin Leave a comment

  Love this graph IBES by Refinitiv puts at the bottom of the first page of “This Week in Earnings”…

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Posted in: Weekly Earnings Update

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  • 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

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