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Category: Weekly Earnings Update

Weekly Earnings Update: EPS Revisions Remain Positive (Yawn)

March 27, 2021 Brian Gilmartin Leave a comment

Not to be trivial about it, but little has changed in terms of the upward revisions to EPS estimates for…

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Posted in: Weekly Earnings Update

SP Weekly Earnings Update: Not Much Change – Revisions Remain Positive

March 19, 2021 Brian Gilmartin Leave a comment

Starting the earnings update with a Twitter post from Ryan Detrick of LPL Financial. In particular note the sector return…

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Posted in: SP 500 estimate revision data, Weekly Earnings Update

SP 500 Earnings Update: The 2020 “Opposite-Trade” Remains in Place – Earnings Revisions Still Positive

March 12, 2021 Brian Gilmartin Leave a comment

The RSP is up about 10% YTD, while the QQQ’s are just barely positive and the SP 500 – before…

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Posted in: Market-Cap weights, Weekly Earnings Update

SP 500 Weekly Earnings Update: Revisions Continue Higher, but Entering Quiet Period

March 5, 2021 Brian Gilmartin Leave a comment

The “quiet period” for earnings activity, both in terms of releases and upward / downward revisions, usually lasts from the…

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Posted in: Weekly Earnings Update

SP 500 Weekly Earnings Update: “Growth is Good” – SP 500 EPS Revisions Still Higher

February 26, 2021 Brian Gilmartin Leave a comment

This week will be started off with a link from Factset, John Butter and his crew, as this link from…

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

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Fundamentalis

  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing

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