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Category: Weekly Earnings Update

SP 500 Earnings Stellar, but Lackluster Response

April 27, 2018 Brian Gilmartin Leave a comment

  As a regular Bespoke follower and subscriber, the research service always has a knack of quantifying the important points…

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Posted in: Earnings estimate revisions, Weekly Earnings Update

SP 500 Earnings Might be Less Important than Bond Market in 2018

April 21, 2018 Brian Gilmartin Leave a comment

We are roughly 1/3rd of the way through 2018, and despite a rapid increase in the SP 500 forward estimate…

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Posted in: Weekly Earnings Update

Q1 ’18 Earnings Optimism vs Dour Investor Sentiment

April 14, 2018 Brian Gilmartin Leave a comment

With the plethora of opinions out in the market about Q1 ’18 earnings expectations. the above spreadsheet should give good…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

Will Q1 ’18 Earnings Put a Floor Under Stocks ?

April 6, 2018 Brian Gilmartin Leave a comment

  Normally the weekly earnings missive doesn’t start with a chart, but with the SP 500 sitting on its 200-day…

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Posted in: SP 500 200-day moving average, Weekly Earnings Update

How Have Full-year 2018 SP 500 EPS and Revenue Estimates Changed ?

March 31, 2018 Brian Gilmartin Leave a comment

It always fascinates me to see changes in the SP 500 earnings and revenue data and how it correlates to…

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Posted in: 2018, Energy sector, Weekly Earnings Update, XOM

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Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • 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

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