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Category: Sequencing of Returns

SP 500 Earnings: Expected 2027 SP 500 EPS Growth Might Make For a Tougher Year

September 7, 2026 Brian Gilmartin Leave a comment

It’s been a few weeks since readers have been updated only because the Q2 ’26 earnings reports are mostly done,…

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Posted in: 10-year Treasury yield, CPI / PPI, Sequencing of Returns, Weekly Earnings Update

SP 500 Was Due for a Tougher Year in ’26

March 12, 2026 Brian Gilmartin Leave a comment

This blog post was written in late December ’25 just to think through the various variables impacting equity market returns,…

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Posted in: 2026 expected stock and bond mkt returns, Sequencing of Returns

Fundamentalis

  • SP 500 Earnings: Quarterly SP 500 EPS Estimate Hits $100 per Share
  • Fed Rate Hike Coming This Week, Deteriorating Market Breadth, and more on International
  • Oracle Reports Tonight: Chart Has Improved, but Free-Cash-Flow is Still Grim
  • SP 500 Earnings: Expected 2027 SP 500 EPS Growth Might Make For a Tougher Year
  • International Investing: International Outperformance vs SP 500 is Healthy, and it’s Still Early

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