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Category: Weekly Earnings Update

SP 500 Weekly Earnings Update: Big Week for MegaCap Tech

October 21, 2022 Brian Gilmartin Leave a comment

The top 4 names in the SP 500 report their calendar Q3 ’22 earnings this week, although for Apple it’s…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

SP 500 Earnings: SP 500 Earnings Yield Hits High Not Seen Since January ’19

October 15, 2022 Brian Gilmartin Leave a comment

The unusual aspect to IBES by Refinitiv data is that it cuts off incorporating new earnings data as of Thursday…

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Posted in: Tesla, Weekly Earnings Update

SP 500 Earnings: How Much of An Earnings Decline Has the Market Discounted ?

October 7, 2022 Brian Gilmartin Leave a comment

There needs to be a better way to shows this data, but I haven’t figured it out yet, thus readers…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: SP 500’s Earnings Yield Hits a 2022 High

September 30, 2022 Brian Gilmartin Leave a comment

Because Nike (NKE) and Micron (MU) reported Thursday, September 29th, after the market close, those companies and the subsequent earnings…

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Posted in: SP 500 Earnings Yield, Top 10 Earnings weights, Top 10 Market Cap Weights, 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

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Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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