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Author: Brian Gilmartin

SP 500 Earnings: Fed Funds Hike Next Week and Microsoft / Alphabet Report

July 21, 2023 Brian Gilmartin Leave a comment

Don’t forget the FOMC release is Wednesday afternoon, July 26th, and according to the CME FedWatch tool, there is a…

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Posted in: BA, Coca-Cola (KO), Energy ETF's (XLE, Energy sector, GOOGL, INTC, MSFT, Weekly Earnings Update

SP 500 Earnings: Lots of Banks Report This Week / A Classic Year of PE Expansion for SP 500

July 15, 2023 Brian Gilmartin Leave a comment

Lots of banks reporting this week. The global custodial banks like State Street (STT), Bank of New York Mellon (BK)…

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Posted in: Financial sector, PE expansion / contraction, Weekly Earnings Update

Q2 ’23 SP 500 Earnings Should Be Just Fine: Watch the Upside Surprise for EPS

July 13, 2023 Brian Gilmartin Leave a comment

Watching the numbers every week by writing the SP 500 earnings update, helps stay abreast of any changes that might…

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Posted in: Sector Earnings Growth Estimates, SP 500 estimate revision data

Financial, Technology and Energy Sectors: Historical and Expected EPS, Revenue Growth

July 9, 2023 Brian Gilmartin Leave a comment

This coming Friday, July 14, ’23 we’ll see the financial results for a number of banks and other financial services…

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Posted in: Energy sector, Financial sector, Financials, Technology

SP 500 Earnings This Week: Financials Report Earnings / June CPI and PPI Too

July 8, 2023 Brian Gilmartin Leave a comment

SP 500 data: The forward 4-quarter estimate (FFQE) saw it’s quarterly bump this week, with the FFQE jumping to $230.26…

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Posted in: CPI / PPI, Financial sector, Financials

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Fundamentalis

  • Market’s Rotation A Lot Like March, 2000, with One Major Difference
  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty
  • Style-Box Update: Value Outperforms Across All Market-Caps
  • SP 500 Earnings: Jump in SP 500 EPS This Week. Japan Election This Weekend
  • Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares in December ’25 / March ’26 Quarter’s

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