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Category: Weekly Earnings Update

SP 500 Earnings: Steady Increases Across the Board This Week

November 27, 2021 Brian Gilmartin Leave a comment

TheStreet (Jim Cramer’s old site) is reporting this weekend that preliminary Mastercard SpendingPulse for Black Friday sales rose 29.8% with…

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Posted in: VIX, Weekly Earnings Update

SP 500 Weekly Earnings Update: 4th quarter, ’21 SP 500 Earnings Look Fine Right Now

November 19, 2021 Brian Gilmartin Leave a comment

Surprised this graph by Jurrien Timmer of Fidelity Investments hasn’t gotten more traction. Almost everyone seems nervous about stock prices…

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Posted in: Weekly Earnings Update

SP 500 Weekly Update: $4 Jump in ’21 Estimate; 2022 Still Murky

November 5, 2021 Brian Gilmartin Leave a comment

The SP 500 2021 full-year calendar estimate rose this week to $205.21 from $201.34, which is probably a function of…

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Posted in: Weekly Earnings Update

SP 500 Weekly Earnings Part II: Since 10/1/21, How Have Q4 ’21 “Expected” Sector Revenue Growth Rates Changed?

October 30, 2021 Brian Gilmartin Leave a comment

For the quick answer, actually very little: Cons Disc: +9.6% today vs 11.2% on 10/1/21 Cons Spls: +5.2% today vs…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: Q3 ’21 Results are Solid / 2022 Will Be Return to Average

October 29, 2021 Brian Gilmartin Leave a comment

With the Big 5 mega-cap tech names reporting his past week, the changes in the SP 500 estimates for 2021…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week

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