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Category: 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

Will SP 500 Earnings Improve as We Move through 2019 ?

March 2, 2019 Brian Gilmartin Leave a comment

2016 was the last year  where we saw the kind of correction we had in the 4th quarter of 2018,…

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Posted in: Weekly Earnings Update

Analyzing SP 500 Earnings Data for Clues to Q4 ’18 Correction – Was There a Tell ?

February 23, 2019 Brian Gilmartin Leave a comment

Maybe a better question for the headline to today’s blog post would have been, “What about the weekly SP 500…

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Posted in: 2019 SP 500 earnings, SP 500 corrections, Standard & Poors Earnings Data, Weekly Earnings Update

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Fundamentalis

  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown

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