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Category: Technology

Q1 ’18 – Large Upward SP 500 Estimate Revisions, but a Negative Quarter ?

March 28, 2018 Brian Gilmartin Leave a comment

With the first quarter expected to end Thursday night, March 29th, 2018, given the stock and bond markets will be…

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Posted in: EPS estimate revisions, Standard & Poors Earnings Data, Technical Analysis, Technology

Tech Comprises 25% of SP 500 Market Cap (Again)

March 5, 2018 Brian Gilmartin Leave a comment

  Every so often, readers are updated on the SP 500’s sector rankings in terms of market cap weight and…

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Posted in: Energy sector, Market-Cap weights, Technical Analysis, Technology

Big Dispersion in YTD SP 500 Sector Returns ? SP 500 Forward Estimate Continues March Higher

March 3, 2018 Brian Gilmartin Leave a comment

Longtime readers that pay attention to SP 500 earnings know that the typical pattern for the “forward 4-qtr estimate” is…

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Posted in: 10-year Treasury yield, Consumer Staples, Financial sector, Standard & Poors Earnings Data, Technology

How Have 2018 Growth Expectations Changed by Sector ?

February 3, 2018 Brian Gilmartin Leave a comment

  This blog post (see link) was written last December, 2017, and given tax reform and the hefty 6% return for…

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Posted in: Financial sector, Financials, Sector Earnings Growth Estimates, Technology

What Will be the SP 500 Earnings “Underbid” This Quarter ?

January 11, 2018 Brian Gilmartin Leave a comment

Q4 ’17 earnings start tomorrow with the big banks, and the question always is,”what will be the actual SP 500…

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Posted in: 2017 Fiscal Policy, 2017 Tax reform, Technology

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Fundamentalis

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  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin

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