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Category: AA

7.6.13: SP 500 Earnings: Forward 4-quarter Estimate Reaches New Record High This Week

July 7, 2013 Brian Gilmartin Leave a comment

As we talked about last week, the “forward 4-quarter” estimate for the SP 500 reached a new record high this…

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Posted in: AA, AGG, Earnings, Facebook (FB), FB, HYG, JNK, JPM, LEN, TOL, Uncategorized

4.7.13: SP 500 earnings update: Forward Earnings Estimate Now at All-time High / Q1 ’13 Earnings Start This Week

April 7, 2013 Brian Gilmartin Leave a comment

The “forward 4-quarter” earnings estimate for the SP 500 is as of April 5th, 2013, $115.25, a record high for…

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Posted in: AA, AMGN, BAC, BBY, Bond Market(s), FB, S&P 500, Uncategorized

3.30.13: Healthcare and Staples Led Q1 ’13 SP 500 performance

March 30, 2013 Brian Gilmartin Leave a comment

With 494 of the SP 500 companies having already reported 4th quarter, 2012, financial results, this coming week will be…

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Posted in: AA, Earnings, S&P 500, Uncategorized

Earnings Update: March 9th, 2013: Market valuation and sentiment far different than March, 2000 and October, 2007

March 10, 2013 Brian Gilmartin Leave a comment

According to ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 fell $0.37 this week, from $112.39 to $112.02.…

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Posted in: AA, Earnings, ECA, FDX, JPM, S&P 500, Uncategorized

Earnings update: March 2, 2013: is the Fed Model Irrelevant at this Point, or is it Telling Us Something Vital ?

March 2, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” earnings estimate rose this past week to $112.39 from $112.32. Here are the vital stats…

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Posted in: AA, Earnings, HON, S&P 500, Uncategorized Filed under: Fed Model, Liquidity Trap

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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