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Category: SCHW

Financials: A Quick Rundown of Big Names Reporting This Coming Week

July 10, 2021 Brian Gilmartin Leave a comment

A lot of big financial names report this week. Some will be covered here, in terms of pre-earnings analysis, with…

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Posted in: 10-year Treasury yield, BAC, Financial sector, Financials, GS, JPM, SCHW

Big Week for Financial Sector Earnings Reports: Here’s a Quick Preview of a Few Names

April 11, 2021 Brian Gilmartin Leave a comment

Courtesy of Bespoke, here is a complete list of companies scheduled to report this week. I counted 17 financial sector…

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Posted in: Financial sector, Financials, GS, JPM, SCHW, WFC

SP 500 Weekly Update: Financials Start Reporting This Week

January 8, 2021 Brian Gilmartin Leave a comment

The sector had a monster 4th quarter of 2020. Here’s is one chart from YCharts on the Q4 ’20 performance…

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Posted in: Financial sector, Financials, JPM, SCHW, Weekly Earnings Update

Big Banks Kick Off Q2 ’20 SP 500 Earnings This Week

July 12, 2020 Brian Gilmartin Leave a comment

It was tempting to ask in the headline whether readers were looking for the “over” or “under” on Q2 ’20…

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Posted in: Financial sector, GS, JPM, SCHW, Top 10 Client Holdings

Schwab in Great Position to Return More Capital to Shareholders

November 19, 2019 Brian Gilmartin Leave a comment

With Schwab’s balance sheet restructuring, check out the changes in cash-flow generation for the discount-broker-cum-asset-management king, the last 3 years.…

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Posted in: SCHW

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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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