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Category: Weekly Earnings Update

High-Yield Credit Improved Last Week and the Weekly SP 500 Earnings Tilt

December 17, 2022 Brian Gilmartin Leave a comment

This bond market return data was started in early 2020 during the early stages of the Covid pandemic, and it’s…

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Posted in: Corporate High Yield, HYG, Weekly Earnings Update

SP 500 Earnings Update: Slow Erosion Continues and Powell’s 2018 Quick Reversal in Monetary Policy

December 11, 2022 Brian Gilmartin Leave a comment

The 60% / 40% benchmark portfolio’s YTD return as of 12/9/22, was -16.24%. Here’s how the YTD returns have unfolded…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: Earnings Reports Will Be Slow for the Next 6 weeks

December 5, 2022 Brian Gilmartin Leave a comment

The attack on Rackspace left this blog and blogger without email from Thursday night, December 1st to Saturday night, December…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: Negative EPS Revisions Slow a Little

November 18, 2022 Brian Gilmartin Leave a comment

While, we start the final 6 weeks of 2022 next Monday, November 21, we also get a look at the…

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Posted in: Communications sector, Consumer Discretionary, Technology, Weekly Earnings Update

SP 500 Earnings Update: Forward Estimates Still Deteriorating

November 13, 2022 Brian Gilmartin Leave a comment

Impressive rally in both the US stock, bond and international equity markets this week. That will be discussed in another…

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Posted in: Weekly Earnings Update

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Fundamentalis

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  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either

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