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Category: Weekly Earnings Update

Weekly Update: Despite Pessimism, Q3 ’21 SP 500 Earnings Should be Fine

October 8, 2021 Brian Gilmartin Leave a comment

The question always is, “Where should investors put their money ?” One of last weekend’s blogs talked about the expected…

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Posted in: Weekly Earnings Update

Weekly Update: The “Forward 4-Qtr Estimate” Will Jump to $212 – $213 Next Week

October 1, 2021 Brian Gilmartin Leave a comment

One of the vagaries of the IBES data by Refinitiv, is that the “This Week in Earnings” and the Earnings…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, MSFT, Weekly Earnings Update

Updating SP 500 Numbers / Market Bubble Conditions Don’t Appear Present

September 19, 2021 Brian Gilmartin Leave a comment

Friday night’s post was a chance to show readers how much SP 500 revenue and EPS “expected” growth estimates have…

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Posted in: Earnings Weight vs Market Cap, Ed Yardeni, Weekly Earnings Update

SP 500 Weekly Earnings: Oracle Reports This Week, But Revisions Should Dwindle

September 12, 2021 Brian Gilmartin Leave a comment

Oracle (ORCL) is the only company that reports this week that this blog follows with any frequency. The stock is…

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Posted in: ORCL, Weekly Earnings Update

SP 500 Earnings Update: Revision Activity Should Slow Until Earnings Start in Early October

September 3, 2021 Brian Gilmartin Leave a comment

The next 5 weeks will be very slow for the number of SP 500 earnings revisions, as we are now…

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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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