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Category: Weekly Earnings Update

SP 500 Earnings Update: 2018 was Last Year of “PE Compression”

December 12, 2021 Brian Gilmartin Leave a comment

While having breakfast with a client this past week, someone who has been a client since the late 1990’s, I’m…

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Posted in: PE expansion / contraction, Weekly Earnings Update

SP 500 Earnings Update: Looking at Q4 ’21 Expected Revenue Growth

December 5, 2021 Brian Gilmartin Leave a comment

This week, all the SP 500 EPS metrics continue to look normal: The forward 4-quarter estimate fell $0.06 to $215.97…

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Posted in: 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

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Fundamentalis

  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown
  • 10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report
  • Key Economic Data This Week and the Treasury 10-Year Yield Bias Still Higher
  • Nike Earnings Preview: The Only Bullish Aspect to Nike’s Stock is the Extreme Bearishness

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