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Category: 2017 Tax reform

SP 500 Earnings Update: Adjusting for Tax Reform, 2019’s SP 500 EPS Growth is Roughly 8%

November 30, 2019 Brian Gilmartin Leave a comment

Updating the numbers this holiday weekend, the expected 2019 SP 500 estimate today is $162.20 vs 2019’s actual tax-cut-aided $161.93,…

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Posted in: 2017 Tax reform, 2018, Weekly Earnings Update

SP 500 Earnings: How Much Earnings Growth is Tax-Reform Related and a Year of PE Contraction

September 1, 2018 Brian Gilmartin Leave a comment

Updating the weekly numbers: (Thomson Reuters) Fwd 4-qtr est: $169.21 vs last week’s $169.13 P.E ratio: 17x PEG ratio: 0.77x…

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Posted in: 2017 Tax reform, EPS estimate revisions, PE expansion / contraction, Weekly Earnings Update

Keep an Eye on Q1 ’19 SP 500 Earnings Revisions

June 23, 2018 Brian Gilmartin Leave a comment

FC-eps estimate revisions The above spreadsheet is a far bigger data field than needs to be posted, but if you…

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Posted in: 2017 Tax reform, 2018, Standard & Poors Earnings Data, Weekly Earnings Update

How Have Expected 2018 and 2019 SP 500 Dollar Estimates Changed ?

March 16, 2018 Brian Gilmartin Leave a comment

  The goal of the above table is to give readers some idea of how the SP 500’s EPS estimates…

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Posted in: 2017 Tax reform, 2018, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

Is the Treasury and Assorted Bond Markets in Trouble ?

February 19, 2018 Brian Gilmartin Leave a comment

  This graph, lifted from Chris Kimble Solutions, the great technician out of Cincinnati, show shows the 10-year Treasury yield…

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Posted in: 10-year Treasury yield, 2017 Fiscal Policy, 2017 Tax reform, AGG, TLT, TNX, Treasuries

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