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Author: Brian Gilmartin

What Years Saw Strong SP 500 Earnings Growth but Little Return on the Benchmark ?

February 7, 2018 Brian Gilmartin Leave a comment

The two most glaring examples are 1994 and 2011. We’ve written about these years before as examples of years where…

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Posted in: PE expansion / contraction

How Have 2018 Growth Expectations Changed by Sector ?

February 3, 2018 Brian Gilmartin Leave a comment

  This blog post (see link) was written last December, 2017, and given tax reform and the hefty 6% return for…

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Posted in: Financial sector, Financials, Sector Earnings Growth Estimates, Technology

2018 Estimated SP 500 Earnings Growth Rises to 18%

February 2, 2018 Brian Gilmartin Leave a comment

Last week, this blog post was shown in order for readers to get a sense for how fast SP 500…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

What’s Driving this Stock Market – P.E Expansion or Earnings Growth ?

January 28, 2018 Brian Gilmartin Leave a comment

Here is the data: Estimated 2018 SP 500 EPS growth, with accompanying P.E 1/26/2018: +16%, 18.7x 1/19/2018: +15%, 18.5x 1/12/2018:…

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Posted in: Earnings estimate revisions, PE expansion / contraction, S&P 500

SP 500 Earnings: The Rally is Being Supported by the Earnings Numbers

January 26, 2018 Brian Gilmartin Leave a comment

This week, the presentation of the earnings data was arranged a little bit differently to show the SP 500 earnings…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • 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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