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Author: Brian Gilmartin

SP 500 Weekly Earnings: A Little Softening in Tech and Energy Growth Rates

August 4, 2018 Brian Gilmartin Leave a comment

It might be hardly worth mentioning but looking at the data every week, it’s important to distinguish sentiment from reality…

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Posted in: Energy sector, Technology, Weekly Earnings Update

SP 500 Revenue Thoughts and Some Interesting Tidbits for Readers

August 3, 2018 Brian Gilmartin Leave a comment

  The weekly earnings commentary will be out tomorrow, i.e. Saturday, August 4th, 2018. However today, I thought readers would…

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Posted in: Apple (AAPL), SP 500 Revenue Growth

Updating Full-Year 2018 Revenue and EPS estimates

July 29, 2018 Brian Gilmartin Leave a comment

  This spreadsheet was posted to this blog in mid-May ’18 as well as late March and mid-February earlier this…

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Posted in: 2018

Q2 ’18 Earnings – A Couple of Flies in the Ointment

July 28, 2018 Brian Gilmartin Leave a comment

The Bespoke Report is – in my opinion – one of the best weekly summaries of market-related, and econ-related and…

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Posted in: Bespoke, Earnings, Technology, Weekly Earnings Update

First Look at Q2 ’18 Advance GDP This Week

July 22, 2018 Brian Gilmartin Leave a comment

The first look at Q2 ’18 GDP will be Friday morning, July 27th, 2018 and expectations have risen sharply throughout…

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Posted in: 10-year Treasury yield, Bond Market Liquidity, Bond Market(s)

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Fundamentalis

  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
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  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?

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