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Category: Weekly Earnings Update

SP 500 Earnings: Still No Change to Positive Trend

December 18, 2020 Brian Gilmartin Leave a comment

Even looking hard at 2021 data for changes in growth rates and quarterly estimates, there is still little evidence that…

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Posted in: Financial sector, Financials, Weekly Earnings Update

SP 500 Earnings Update: Still Higher, Although Nearing the Slow Period

December 12, 2020 Brian Gilmartin Leave a comment

Fed-Ex (FDX) reports their fiscal 2nd quarter, 2021, Thursday afternoon, December 17th, 2020, after the closing bell. Since FDX is…

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Posted in: Weekly Earnings Update

SP 500 Weekly Earnings: No Change to the Positive Trends (Yet)

December 5, 2020 Brian Gilmartin Leave a comment

There was no change this week to the positive SP 500 EPS trends over the last 5 – 6 months,…

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Posted in: stock market sentiment, Weekly Earnings Update

SP 500 Earnings: Little Change in the Positive Trends Seen This Year

November 28, 2020 Brian Gilmartin Leave a comment

Last night’s post on examining “average, annual” returns for the SP 500 over various time frames was burning a hole…

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Posted in: Weekly Earnings Update

SP 500 Earnings: SP 500 Forward Earnings Curve

November 21, 2020 Brian Gilmartin Leave a comment

A “12-week rate of change” section was added to the SP 500 forward earnings curve analysis: The data is telling…

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Posted in: 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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