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Category: mu

SP 500 Earnings: SP 500 Earnings Yield Supports Technically Overbought Market

June 11, 2023 Brian Gilmartin Leave a comment

Overbought market:  Technically the SP 500 is now in “extreme overbought” range per this weekend’s Bespoke chart. SP 500 Earnings…

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Posted in: CPI / PPI, mu, ORCL, SP 500 Earnings Yield, Weekly Earnings Update

SP 500 Earnings: How Long Can SP 500 Earnings Hold Up?

September 23, 2022 Brian Gilmartin Leave a comment

The SP 500 has fallen 8.5% – 9%, the last two weeks. Ugly. The 10-year Treasury yield ended August, ’22…

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Posted in: mu, NKE, Weekly Earnings Update

Focus on These Sectors for Earnings Momentum into 2017

December 25, 2016 Brian Gilmartin Leave a comment

fc-sectorupwardrev122516 Click on the above Excel spreadsheet to show the three sectors that have seen upward revision to forward earnings…

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Posted in: Apple (AAPL), Energy ETF's (XLE, Energy sector, Financial sector, Financials, mu, Technology

SP 500 Earnings Update: Look beyond the FOMC Meeting This Week – Could the Debt Ceiling Be An Issue Again ?

September 12, 2015 Brian Gilmartin Leave a comment

All eyes are on the Fed this week, but I’ll be more interested in what comes after i.e. could we…

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Posted in: FDX, FOMC meeting, mu, NKE, ORCL, Weekly Earnings Update

SP 500 Weekly Earnings Update: Industrial Sector Revisions Positive in Q1 ’15

March 27, 2015 Brian Gilmartin Leave a comment

By the numbers: Forward 4-quarter SP 500 earnings estimate: $119.96, versus $119.38 from last week, the first sequential increase in…

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Posted in: Industrials, mu, Sector Earnings Growth Estimates, SNDK, Weekly Earnings Update

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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