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Category: Weekly Earnings Update

SP 500 Earnings: Don’t Ignore 2025 Estimates

June 22, 2024 Brian Gilmartin Leave a comment

This week the blog is starting off with what I call the “spot curve” of the forward 4-quarter estimates of…

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Posted in: Weekly Earnings Update

SP 500 (and Russell 2000) Earnings Look: It’s a Quieter Period Between Now and Quarter End

June 15, 2024 Brian Gilmartin Leave a comment

To give a little voice to the Russell 2000’s earnings, this blog is going to start including some short commentary…

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Posted in: Russell 2000, Weekly Earnings Update

SP 500 Earnings: Forward Estimates Continue to be Revised Higher

June 7, 2024 Brian Gilmartin Leave a comment

The consistent and persistent strength in SP 500 earnings is pretty remarkable, and per last Monday, June 3rd’s detailed SP…

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Posted in: Weekly Earnings Update

SP 500 Earnings: May Jobs Data Up and US Banks’ Unrealized Bond Losses

June 2, 2024 Brian Gilmartin Leave a comment

Source: Briefing.com proprietary content The first graph above shows April ’24 PCE data after Friday, May 31’s release. The 2nd…

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Posted in: Monthly payroll report, PCE / PCE Core, Weekly Earnings Update

SP 500 Earnings: There is Nothing Wrong With SP 500 Earnings

May 24, 2024 Brian Gilmartin Leave a comment

Nvidia’s earnings weight is 3.2% within the SP 500, while it’s market cap weight as of Thursday night’s, May 23rd…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
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  • 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

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