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Category: S&P 500

5.18.13: SP 500 Earnings Update: SP 500 P.E Ratio now Expanding – Highest Since 2009 – Return of Global Growth ?

May 19, 2013 Brian Gilmartin Leave a comment

We have our first CNBC appearance on Monday morning, May 20th at 9:15 am central time (approximately). We’ll be talking…

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Posted in: CSCO, Earnings, Eurozone Crisis, S&P 500, SCHW, TBF - inverse Treasury, thestreet.com, WMT

5.4.13: SP 500 Earnings Update: Q1 ’13 SP 500 earnings growing +5.1%, Financials Still Favored, Love JPM

May 6, 2013 Brian Gilmartin Leave a comment

CNBC is trying to make a big push into making earnings season sound relevant. Bob Pisani was breathless this week,…

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Posted in: Earnings, JPM, S&P 500, SCHW, thestreet.com, WMT

4.27.13: SP 500 Earnings Update: SP 500 Leadership is Changing, as Rotation the Theme of This Past Week

April 28, 2013 Brian Gilmartin Leave a comment

The forward 4-quarter earnings estimate for the SP 500 took a hit this week, dropping to $114.01 from last week’s…

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Posted in: CAT, Earnings, FDX, Financials, IBM, MSFT, PG, S&P 500, SCHW, Uncategorized

4.13.13: SP 500 Earnings Update: SP 500 trades at all-time high as Forward Earnings Hit All-Time High – Coincidence ?

April 14, 2013 Brian Gilmartin Leave a comment

According to ThomsonReuter’s weekly “This Week in Earnings” missive, the “forward 4-quarter” estimate for the SP 500 as of Friday,…

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Posted in: Earnings, S&P 500

4.7.13: SP 500 earnings update: Forward Earnings Estimate Now at All-time High / Q1 ’13 Earnings Start This Week

April 7, 2013 Brian Gilmartin Leave a comment

The “forward 4-quarter” earnings estimate for the SP 500 is as of April 5th, 2013, $115.25, a record high for…

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Posted in: AA, AMGN, BAC, BBY, Bond Market(s), FB, S&P 500, Uncategorized

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Fundamentalis

  • 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
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

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