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Category: Weekly Earnings Update

SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield

July 5, 2026 Brian Gilmartin Leave a comment

Getting the easy stuff out of the way, the roll from June 30th to July 1 caused the SP 500’s…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

SP 500 Earnings: These Expected EPS Growth Rates for Forward Quarters Seem Unsustainable

June 27, 2026 Brian Gilmartin Leave a comment

After this weekly earnings update for the SP 500, as we end Q1 ’26, and are about to begin Q2…

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Posted in: mu, SMH (semiconductor ETF), SP 500 estimate revision data, Weekly Earnings Update

SP 500 Earnings: Micron Technology Reports This Week

June 21, 2026 Brian Gilmartin Leave a comment

Most of the fixed-income returns that are tracked on a weekly basis by this blog, ended higher on the week,…

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Posted in: FDX, mu, Weekly Earnings Update

SP 500 Earnings: All About Expected Q2 ’26 Results / Like Big Banks, Financials Here

June 14, 2026 Brian Gilmartin Leave a comment

Q2 ’26 financial results for the SP 500 start in earnest on Monday, July 13th, 2026 as the financial sector…

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

Is Tech Sector Growth Sustainable and How are Expected Q2 ’26 SP 500 EPS Estimates Faring ?

June 8, 2026 Brian Gilmartin Leave a comment

No question, Q1 ’26 financial results for the SP 500 companies has been nothing short of phenomenal, particularly for the…

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Posted in: Technology, Weekly Earnings Update

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Fundamentalis

  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated
  • SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield
  • Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns
  • Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It
  • Nike Earnings Preview: Valuation More Reasonable, but EPS / Revenue Estimate Revisions Still Moving Lower

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