Category: Bespoke

Does Earnings Pessimism Portend Favorably for the SP 500 Heading Into Earnings Season ?

October 11, 2015 Brian Gilmartin Leave a comment

In a word (or words), “Yes, yes it does” and we can thank the weekly Bespoke Report for the background…

Posted in: Bespoke, Consumer Discretionary, HAL, Industrials, SLB

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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
Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing

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