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Category: GE

Some SP 500 Earnings Errata And Ammendations

April 27, 2015 Brian Gilmartin Leave a comment

Here is a table I build occasionally using Bespoke, Schwab, and Thomson Reuters data. BespokeSP500 sector data It would have been more…

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Posted in: Earnings, Factset, Factset earnings data, Financial sector, Financials, GE, Industrials, Uncategorized

10.13.14: SP 500 Weekly Earnings Update: Financials Should Help Market This Week

October 13, 2014 Brian Gilmartin Leave a comment

We are late reporting the latest our SP 500 earnings update since I spent 2 days last week (Friday and…

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Posted in: AA, BAC, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), GE, Weekend Link Fest

8.14.14: The Industrial Sector – Taken A Beating

August 14, 2014 Brian Gilmartin Leave a comment

When we wrote the weekend earnings update and linkfest, Industrials were one of the more oversold sectors, and we promised…

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Posted in: AA, BA, Basic Materials, CAT, DE, F, FCX, FDX, GE, Industrials, MMM, S&P 500, X

7.25.14: Is the Summer Correction Here ? Large-Cap vs Small-Cap Relative Value

July 25, 2014 Brian Gilmartin Leave a comment

It is late Friday night, after the market has closed and I’m awaiting the Thomson Reuters data for the Weekly…

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Posted in: Biotech, CSCO, GE, GS, Morningstar data, Russell 2000, S&P 500, Valuation

4.13.14: Has Character of Stock Market Changed, and More Links to Read

April 13, 2014 Brian Gilmartin Leave a comment

One element to watching the stock market every day is to get a feel for the pattern of the market,…

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Posted in: GE, GOOG, GOOGL, HYD, HYG, IBM, Municipal Bond market

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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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