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Category: Weekly Earnings Update

First Sequential Increase in 2019 SP 500 Estimate Since early December ’18

April 6, 2019 Brian Gilmartin Leave a comment

The 2019 full-year bottom-up EPS estimate for the SP 500 started in early October at $178.45 and ended his week…

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Posted in: Weekly Earnings Update

Will SP 500 Earnings Bottom with Q1 ’19’s Results ?

March 30, 2019 Brian Gilmartin Leave a comment

That’s the $64,000 question today: will SP 500 earnings hit their trough with the Q1 ’19 earnings reports set to…

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Posted in: Financial sector, Financials, LongTerm Capital Management, Technology, Weekly Earnings Update

Have Expected 2019 SP 500 Earnings Estimates Been Reduced Too Much ?

March 23, 2019 Brian Gilmartin Leave a comment

With 497 of the SP 500  having reported their Q4 ’18 earnings, attention has been focused on Q1 ’19 and…

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Posted in: HYG, PE expansion / contraction, SP 500 estimate revision data, SP 500 forecast(s), Weekly Earnings Update

SP 500 Earnings: Working Through the Weak Patch

March 16, 2019 Brian Gilmartin Leave a comment

The SP 500 closed above 2,822 on Friday, March 15th, 2018, which was just the 2nd close above that key…

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Posted in: Weekly Earnings Update

What Impact Will the Property Tax Deduction Limitation Have on Wealthy Clients ?

March 9, 2019 Brian Gilmartin Leave a comment

One of my lingering concerns over the Tax Cuts & Jobs Act of 2017 (TCJA) was the capping of the…

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Posted in: SALT, Weekly Earnings Update

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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