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Category: Weekly Earnings Update

SP 500 Earnings Update: Big Week for Tech Next Week (Part 1); Q1 ’22 Earnings Look Fine (so far)

April 23, 2022 Brian Gilmartin Leave a comment

  This graph is from the first page of Refinitiv’s “This Week in Earnings” and it gives a different look…

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Posted in: 10-year Treasury yield, Facebook (FB), GOOG, GOOGL, MSFT, Weekly Earnings Update

SP 500 Earnings Update: SP 500 Earnings Should be OK, Watching Crude Oil, Top 10 Holdings as of 3/31

April 16, 2022 Brian Gilmartin Leave a comment

YTD the SPY isĀ  down 7.54%, while the Barclay’s Aggregate is -8.46%, per Morningstar data. Given Ukraine, inflation, sharply higher…

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Posted in: Crude oil / Energy, SP 500 estimate revision data, Weekly Earnings Update

SP 500 Earnings / Average, Annual Returns / Top 10 SP 500 Weights

April 3, 2022 Brian Gilmartin Leave a comment

There is a little of everything this week for readers. First, be careful about using SP 500 EPS information as…

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Posted in: annual return, Top 10 Market Cap Weights, Weekly Earnings Update

SP 500 Earnings Update: Will 2022 Resemble 2018 ? Inquiring Minds Want to Know

March 26, 2022 Brian Gilmartin Leave a comment

The rise in the 10-year Treasury yield this week from 2.15% as of Friday, March 18, to 2.49% on Friday,…

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Posted in: 10-year Treasury yield, SP 500 estimate revision data, Weekly Earnings Update

SP 500 Earnings Update: SP 500 +6% This Week as Forward SP 500 Earnings Continue to Improve

March 19, 2022 Brian Gilmartin Leave a comment

The SP 500 jumped 6% this week, in a week many of the pundits are calling a record series of…

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Posted in: Commodities, Weekly Earnings Update

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Fundamentalis

  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty
  • Style-Box Update: Value Outperforms Across All Market-Caps
  • SP 500 Earnings: Jump in SP 500 EPS This Week. Japan Election This Weekend
  • Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares in December ’25 / March ’26 Quarter’s
  • SP 500 Earnings: 7,000 Tough Resistance for SP 500

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