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Category: JPM

12.8.13: Others you Must Read

December 8, 2013 Brian Gilmartin Leave a comment

Why we love Ryan Detrick of Schaeffer’s Investment Research. What is typical for years following a year where SP 500…

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Posted in: CME, Financial sector, Financials, GS, JPM, SCHW, Weekend Link Fest, WFM

12.7.13: SP 500 Earnings Update: Growth Rate of Forward Estimate Highest Since Jan 20, 2012

December 7, 2013 Brian Gilmartin Leave a comment

It is the anniversary of Pearl Harbor today. Remember the WW II (and all) vets as many are leaving us…

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Posted in: JPM, SP 500 forecast(s), Weekly Earnings Update

11.23.13: Weekend Linkfest – Other Investors Worth Reading

November 24, 2013 Brian Gilmartin Leave a comment

There are a lot of quality “linkfests” which get distributed daily / weekly. I have to do this since it…

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Posted in: BAC, CME, Energy sector, Facebook (FB), FB, JPM, Weekend Link Fest

11.16.13: SP 500 Earnings Update: Forward 4-qtr Growth Rate Moving Higher / How Important is JP Morgan ?

November 16, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuter’s “This Week in Earnings” published late Friday, 11.15.13, the “forward 4-quarter estimate” for the SP 500 slipped to…

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Posted in: Earnings, Earnings estimate revisions, Financial sector, JPM, S&P 500, Weekly Earnings Update

11.9.13: SP 500 Earnings Update: Forward 4-Qtr Growth Rate Moves to 2-year High

November 9, 2013 Brian Gilmartin Leave a comment

According to ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 fell slightly last week to $118.03, from the…

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Posted in: AA, Apple (AAPL), BAC, Consumer Staples, FCX, Financial sector, Financials, JPM, MSFT, S&P 500, Uncategorized, WFM, WMT, X

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Fundamentalis

  • 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
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

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