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Category: SP 500 Earnings Yield

SP 500 Earnings: 2nd Consecutive Week of 2019 and 2020 Estimate Improvement

May 18, 2019 Brian Gilmartin Leave a comment

Despite the market volatility this week, with the SP 500 falling 2.4% on Monday, May 13th after President Trump’s China…

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Posted in: 2019 SP 500 earnings, SP 500 Earnings Yield, Weekly Earnings Update

Despite Tariff Fears, ’19 and ’20 SP 500 EPS Estimates See First Signs of Improvement

May 10, 2019 Brian Gilmartin Leave a comment

  May seem like a small data point but this week showed the first sequential improvement in the “4-week” rate…

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Posted in: 10-year Treasury yield, SP 500 Earnings Yield, SP 500 estimate revision data

SP 500 Earnings Yield at 6.88%

December 21, 2018 Brian Gilmartin Leave a comment

The SP 500 Earnings Yield is at 6.88% as of Thursday, December 20th, 2018. The 6.88% level is now above…

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Posted in: FDX, HYG, SP 500 Earnings Yield

A Brief History of the SP 500 Earnings Yield

December 17, 2018 Brian Gilmartin Leave a comment

Saturday’s blog post declaring that the SP 500’s “earning yield” as of Friday, December 14th’s close, was the highest since…

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Posted in: SP 500 Earnings Yield

SP 500 Earnings Yield Now The Highest Since Jan ’16

December 15, 2018 Brian Gilmartin Leave a comment

The SP 500 is down roughly 10% – 11% from its late September ’18 high and yet market bearishness is…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again

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