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Category: Financial sector

Some Charts, Some Fundamental Data

October 9, 2022 Brian Gilmartin Leave a comment

It’s been said that Goldman Sachs had a 5,100 SP 500 target for year-end 2022, and thought the fed funds…

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Posted in: 2019 SP 500 earnings, Financial sector, SP 500 forward estimate rate of change

Fed Rate Hike: The SP 500 Needs to Regain the May ’22 Low of 3,810

June 15, 2022 Brian Gilmartin Leave a comment

The 75 basis point fed funds rate hike today, was not a surprise since after the CPI number last Friday,…

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Posted in: AGG, Amazon, Financial sector, Financials, GOOGL, JPM, MSFT, TLT

This and That: The Dollar, the FOMC Meeting Next Week, Mega-Cap Earnings

April 28, 2022 Brian Gilmartin Leave a comment

Chris Kimble of Kimble Charting Solutions out of Cincinnati – a very good technician – talking about the US dollar…

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Posted in: Financial sector, Financials, FOMC meeting, US Dollar

SP 500 Earnings Update: Nice Bump in Forward Estimate / JP Morgan, Goldman Sachs Preview

April 10, 2022 Brian Gilmartin Leave a comment

As was suggested in last weeks SP 500 earnings update, the bump in the forward estimate would come in between…

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

Looking at Q1 ’22 EPS and Revenue Growth by Sector and 2021 as a Comparison

April 7, 2022 Brian Gilmartin Leave a comment

This blog has been tracking y.y revenue and EPS growth for the SP 500 since 2012 – 2013. Normally the…

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Posted in: Energy sector, Financial sector, SP 500 Revenue Growth, Technology

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Fundamentalis

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  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance
  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout
  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated

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