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Category: 2021 SP 500 sector growth rates

SP 500 Earnings: “Worst Multiple Compression Since 1990” as SP 500 Earnings Yield at 5.39%

March 12, 2022 Brian Gilmartin Leave a comment

Long-time readers know that Bespoke’s research is one of my top picks for “value-added” work, and this weekend’s Bespoke Report…

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Posted in: 2021 SP 500 sector growth rates, 2022, Weekly Earnings Update

Earnings Compares Get Tougher in 2H ’21

June 6, 2021 Brian Gilmartin Leave a comment

During the pandemic lockdown in the first half of 2020, only three SP 500 sectors saw positive earnings and revenue…

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Posted in: 2021 SP 500 sector growth rates, Energy ETF's (XLE, Energy sector, Health Care sector, Technology, Utilities

Weekly Update, a Look at 2022 Expected Growth Rates and 2020 Actuals

June 4, 2021 Brian Gilmartin Leave a comment

With the vast majority of the SP 500 having reported their Q1 ’21 financial results, the estimate revision activity will…

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Posted in: 2021 SP 500 sector growth rates, 2022, Weekly Earnings Update

SP 500 Weekly Earnings Update: How Has Q1 ’21 SP 500 EPS Growth Changed Since Jan 1 ’21 ?

February 20, 2021 Brian Gilmartin Leave a comment

At least unofficially anyway, Q4 ’20’s earnings season is now over, with Walmart’s release of their fiscal Q4 ’21 earnings…

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Posted in: 2021 SP 500 sector growth rates, Weekly Earnings Update

A look at Expected 2021 SP 500 Sector Growth Rates

December 26, 2020 Brian Gilmartin Leave a comment

A discussion with a reader over on Seeking Alpha prompted me to take a closer look at the trends in…

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Posted in: 2021 SP 500 sector growth rates

Fundamentalis

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  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
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  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

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