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Author: Brian Gilmartin

SP 500 Earnings: SP 500 Earnings Yield the Highest Since Mid-March ’23

October 21, 2023 Brian Gilmartin Leave a comment

Roughly 16% of the SP 500’s market cap will report this coming week, with Microsoft (MSFT) and Alphabet (GOOG/GOOGL) on…

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Posted in: Weekly Earnings Update

Netflix Earnings Preview: Limping into Earnings Tonight

October 18, 2023 Brian Gilmartin Leave a comment

Tonight (10/18/23) after the closing bell, Netflix (NFLX) will report their Q3 ’23 financial results and it goes without saying…

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Posted in: Netflix

Are Longer-Maturity Treasuries (TLT) Bottoming and the US Could Probably Use a Mild Recession

October 15, 2023 Brian Gilmartin Leave a comment

Chris Kimble of Kimble Charting Solutions is a favorite technician, and his work is read regularly for good reason. The…

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Posted in: 10-year Treasury yield, inflation, inflation expectations, TLT, Treasuries

SP 500: How are 2024 SP 500 EPS Estimates Shaping Up ?

October 14, 2023 Brian Gilmartin Leave a comment

In a nutshell, so far so good. Here’s a quick look at the trend in 2024’s SP 500 EPS: Source:…

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Posted in: 10-year Treasury yield, 2024 SP 500 EPS estimates, Bespoke, Weekly Earnings Update

Earnings Previews of Big Financials Reporting Friday, October 13th, 2023

October 9, 2023 Brian Gilmartin Leave a comment

In yesterday’s (Saturday, October 7, 2023) blog post, the names of companies that were reporting this coming week that might…

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Posted in: C, Financial sector, JPM, SCHW

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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