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Category: Weekly Earnings Update

SP 500 Earnings Data Won’t Call a Market Top

November 24, 2024 Brian Gilmartin Leave a comment

Having written a weekend blog post on trends in SP 500 earnings data for the last 20 years, it’s important…

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Posted in: Weekly Earnings Update

SP 500 Earnings: Nvidia and Walmart This Week – Both Matter

November 16, 2024 Brian Gilmartin Leave a comment

SP 500 earnings continue to be healthy, as evidenced by the weekly trend in the quarterly EPS and revenue growth…

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Posted in: Nvidia (NVDA), Weekly Earnings Update, WMT

The Math is Starting to Work Against Long-Term US Stock Returns

November 10, 2024 Brian Gilmartin Leave a comment

The SP 500 (SPY) is up +27.04% YTD as of 11/8/2024. The 2023 total return for the SP 500 was…

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Posted in: Average Annual Return, SP 500 Earnings Yield, SP 500 total return, Weekly Earnings Update

SP 500 Earnings: Fed Will Cut Fed Funds 25 bp’s Next Thursday, November 7th

November 1, 2024 Brian Gilmartin Leave a comment

Above is the CME’s Fedwatch, cut-and-pasted this morning after the October non-farm payroll report, showing a 99.4% probability of a…

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Posted in: Communications sector, Consumer Discretionary, Financial sector, Financials, Technology, Weekly Earnings Update

SP 500 Earnings: Big Week Ahead: Econ Data, and MegaCap Earnings Reports Will Keep Everyone Busy

October 26, 2024 Brian Gilmartin Leave a comment

Attached is Briefing.com’s listing of all the economic data scheduled for next week, starting with Tuesday morning, October 29th ’24.…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks
  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High

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