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Author: Brian Gilmartin

More on SP 500 Earnings: “Earnings Weight” vs “Market Cap”

March 22, 2015 Brian Gilmartin Leave a comment

Greg Harrison of Thomson Reuters was kind enough to shoot me T/R’s table of the breakdown in SP 500 sectors,…

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Posted in: Earnings, Earnings Weight vs Market Cap, Energy sector, Financial sector, Financials, Sector Earnings Growth Estimates, Technology

SP 500 Weekly Earnings Update: Ex-Energy, and Dollar, Expect Pretty Strong Q1 ’15 Earnings from SP 500

March 20, 2015 Brian Gilmartin Leave a comment

By the numbers, according to Thomson Reuters “This Week in Earnings” as of Friday, March 20, 2015: —————- Forward 4-quarter…

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Posted in: Crude oil / Energy, Energy sector, Financial sector, Financials, US Dollar, Weekly Earnings Update

SP 500 Earnings Metrics: Silverblatt’s Earnings Work, the Fed Model, and today’s SP 500 Rally

March 16, 2015 Brian Gilmartin Leave a comment

After forgetting to put the weekly earnings metrics into the Weekly Update on Saturday, here are the weekly metrics and…

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Posted in: Fed Model, S&P 500, SP 500 dividend yield, Standard & Poors Earnings Data, Weekly Earnings Update

SP 500 Weekly Earnings Update: Forward 4-Quarter Growth Rate Barely Positive. Hasn’t Been Negative since 2009

March 14, 2015 Brian Gilmartin Leave a comment

The Thomson Reuters earnings data I track on an Excel spreadsheet goes back a long way, back to the year…

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Posted in: FDX, LEN, LEN TIF, ORCL, US Dollar, Weekly Earnings Update

3.9.15: SP 500 Revenue Growth – A Look Inside

March 9, 2015 Brian Gilmartin Leave a comment

Happy 6th birthday to bull market born on March 9th, 2009. The goal in today’s post is to look at…

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Posted in: SP 500 Revenue Growth

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Fundamentalis

  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate

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