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Author: Brian Gilmartin

Are Cracks Starting to Appear ? Midterm election years, Energy, SP 500 Earnings Yield (and more)…

October 16, 2022 Brian Gilmartin Leave a comment

Yellen on Treasury market illiquidity: It’s interesting that Janet Yellen raised the specter of buying Treasuries this past week, without…

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Posted in: 1994, 60/40 portfolio, FB, Meta, SP 500 Earnings Yield, Tesla

SP 500 Earnings: SP 500 Earnings Yield Hits High Not Seen Since January ’19

October 15, 2022 Brian Gilmartin Leave a comment

The unusual aspect to IBES by Refinitiv data is that it cuts off incorporating new earnings data as of Thursday…

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Posted in: Tesla, Weekly Earnings Update

Financial Sector EPS Preview: Part II – Schwab, Blackrock, Goldman Sachs and Bank of America

October 12, 2022 Brian Gilmartin Leave a comment

Charles Schwab (SCHW): Scheduled to report Monday, October 17th before the opening bellĀ  Chuck has been a relative strength star…

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Posted in: BAC, Blackrock (BLK), GS, SCHW

SP 500 Earnings: A Brief Look at What’s Expected for Q3 ’22 Earnings and Revenue (by Sector)

October 10, 2022 Brian Gilmartin Leave a comment

The above table shows the actual history of revenue and EPS growth by sector for the 11 sectors of the…

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Posted in: HYG, SP 500 Revenue Growth, SP 500's "upside surprise"

Some Charts, Some Fundamental Data

October 9, 2022 Brian Gilmartin Leave a comment

It’s been said that Goldman Sachs had a 5,100 SP 500 target for year-end 2022, and thought the fed funds…

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Posted in: 2019 SP 500 earnings, Financial sector, SP 500 forward estimate rate of change

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Fundamentalis

  • SP 500 Earnings Update: SP 500 Earnings Yield Jumps Back Over 5%
  • Nike Earnings Preview: Nike Really Needs to Return to Mid-Single-Digit Revenue Growth
  • SP 500 Earnings Update: SP 500 Forward EPS Estimates Still Seeing Higher Revisions
  • SP 500 Was Due for a Tougher Year in ’26
  • Peak Crude Oil ? Quick Look at SP 500 EPS Data

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