Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: Weekly Earnings Update

SP 500 Weekly Earnings Update: Expect “Fwd 4-Qtr” Estimate to be Near $129 Next Week

October 1, 2016 Brian Gilmartin Leave a comment

Because yesterday was quarter-end of 9/30/16, and Thomson Reuters cuts off the earnings data as of Thursday night, 9/29/16, the…

Continue Reading →

Posted in: Amazon, Energy ETF's (XLE, Energy sector, Factset earnings data, Forward SP 500 earnings curve, Technology, Weekly Earnings Update

SP 500 Weekly Earnings Update: Bullish for Next 2 Quarters, Election Notwithstanding

September 25, 2016 Brian Gilmartin Leave a comment

Let’s take a quick look at revisions within the SP 500. fc-eps-estimate-revisions Hopefully this spreadsheet, which has been updated weekly…

Continue Reading →

Posted in: Basic Materials, Bespoke, Earnings, Earnings estimate revisions, Energy ETF's (XLE, Energy sector, HYG, Weekly Earnings Update

SP 500 Weekly Earnings Update: One Guy, and the Tech Sector

September 17, 2016 Brian Gilmartin Leave a comment

“One Guy” – listening to the Delivering Alpha conference this week with one ear, doing some spreadsheet work, I was…

Continue Reading →

Posted in: Apple (AAPL), Asset allocation, TBF - inverse Treasury, Technology, Weekly Earnings Update

SP 500 Weekly Earnings Update: Pay Attention to the Longer SP 500 Earnings Trends

September 10, 2016 Brian Gilmartin Leave a comment

Well. the long expected correction arrived Friday, September 9th, 2016, perhaps due to the 10-year Treasury yield breaking out of…

Continue Reading →

Posted in: Bond Market(s), Earnings estimate revisions, Fwd 4-qtr growth rate (SP 500), interest rates, LIBOR, Weekly Earnings Update

SP 500 Weekly Earnings Update: Positive Revisions Improved in Q2 ’16, Lapping Easier Earnings Comp’s in Q4 ’16, Q1 ’17

September 3, 2016 Brian Gilmartin Leave a comment

Basically, the entire SP 500 has reported their Q2 ’16 earnings, with 497 of the 500 SP 500 components now…

Continue Reading →

Posted in: Weekly Earnings Update

Post navigation

Page 81 of 107
← Previous 1 … 80 81 82 … 107 Next →

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

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis