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Category: Weekly Earnings Update

SP 500 Earnings: 2nd Consecutive Week of 2019 and 2020 Estimate Improvement

May 18, 2019 Brian Gilmartin Leave a comment

Despite the market volatility this week, with the SP 500 falling 2.4% on Monday, May 13th after President Trump’s China…

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Posted in: 2019 SP 500 earnings, SP 500 Earnings Yield, Weekly Earnings Update

SP 500 Earnings: Slowly Improving, Although Technology Earnings are Lagging the Recovery

May 4, 2019 Brian Gilmartin Leave a comment

  This graph, which appears weekly on the first page of I/B/E/S by Refinitv’s “This Week’s in Earnings” sometimes tells…

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Posted in: 2019 SP 500 earnings, Weekly Earnings Update

SP 500 Earnings Rebound Continues – Revenue Growth is Less Robust

April 26, 2019 Brian Gilmartin Leave a comment

  Love this graph IBES by Refinitiv puts at the bottom of the first page of “This Week in Earnings”…

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Posted in: Weekly Earnings Update

SP 500 Earnings: Fade Tech, Buy Financials ?

April 12, 2019 Brian Gilmartin Leave a comment

Corporate high yield as symbolized by the HYG ETF, outperformed the SP 500 this week, returning +0.61% vs the SPY’s…

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Posted in: 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

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Fundamentalis

  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?

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