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Category: SP 500 Earnings Yield

SP 500 Revenue Update: First Signs of Stabilization in Expected Q2 ’20 Revenue

May 29, 2020 Brian Gilmartin Leave a comment

The constant focus on SP 500 earnings often overlooks the importance of SP 500 revenue. The same quality analysis of…

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Posted in: Corporate High Yield, Credit markets, SP 500 Earnings Yield, SP 500 estimate revision data, SP 500 Revenue Growth, Weekly Earnings Update

SP 500 Earnings Yield Jumps to 5.93% to End the Week

February 28, 2020 Brian Gilmartin Leave a comment

The week ended February 15th, 2020, saw the SP 500 earnings yield slip to 5.20%, which as was noted on…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

SP 500 Weekly Earnings Update: SP 500 “Earnings Yield” Back Down to 5.20%

February 15, 2020 Brian Gilmartin Leave a comment

The SP 500 earnings yield has retreated again down to close to 5% at 5.20%. This level is always worrisome.…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

SP 500 Earnings Update: The Q4 ’19 Earnings Flood Begins This Week

January 11, 2020 Brian Gilmartin Leave a comment

Financials start the Q4 ’19 earnings season this week, which is typical each quarter, as Financial’s start reporting and mostly…

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Posted in: SP 500 Earnings Yield, Top 10 Earnings weights, Weekly Earnings Update

SP 500 Earnings Update: SP 500 Earnings Yield at Post-2008 Low ?

December 28, 2019 Brian Gilmartin Leave a comment

In prepping to write this weekly update, the SP 500’s “forward earnings yield” at 5.28% is as low as I’ve…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

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Fundamentalis

  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week
  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements
  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

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