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Author: Brian Gilmartin

SP 500 Earnings: Forward “Expected” Growth Rate now over 11%

December 22, 2017 Brian Gilmartin Leave a comment

A quick update on the SP earnings data in front of the long weekend: Thomson Reuters data (by the numbers,…

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Posted in: Fwd 4-qtr growth rate (SP 500)

2018 Forecast: Look for A Lower Return from SP 500 in 2018

December 18, 2017 Brian Gilmartin Leave a comment

The US economy, as well as global GDP growth is accelerating off a slow, post-2008 below-average pace; SP 500 earnings…

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Posted in: 2018, AGG, MSFT, SCHW

SP 500 Weekly Earnings Update: Nothing Has Really Changed in Numbers (Yet)

December 16, 2017 Brian Gilmartin Leave a comment

Thomson Reuters data (by the numbers from This Week in Earnings, dated 12/15/17): Fwd 4-qtr est: $142.57 P.E ratio: 18.8x PEG…

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Posted in: 2017 Tax reform, Weekly Earnings Update

How do 2018 SP 500 EPS and Revenue Estimates Look ?

Brian Gilmartin Leave a comment

Leaning bearish into 2018, these numbers were somewhat surprising: 1.) Revisions for next year have been positive for both year-over-year…

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Posted in: 2018, SP 500 Revenue Growth

Will 2018 be a Year of “P.E Contraction” ?

December 15, 2017 Brian Gilmartin Leave a comment

Suddenly all the prognosticators are bullish. Individual investor sentiment had risen the last few weeks: Bespoke put out their graph…

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Posted in: Morningstar data, Standard & Poors Earnings Data, stock market sentiment

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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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