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Month: March 2015

3.7.15: SP 500 Weekly Earnings Update: Still Beating the Same Drum

March 7, 2015 Brian Gilmartin Leave a comment

Factset’s Earnings Insight, overseen by John Butters, who was responsible for Thomson Reuters, “This Week in Earnings” (TWIE) every week,…

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Posted in: Earnings estimate revisions, Energy sector, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

3.2.15: What did SP 500 Earnings Look Like in 2014 at This Time ?

March 3, 2015 Brian Gilmartin Leave a comment

It is hard to forget the winter of 2014, at least in the Midwest. Boston is getting in 2015, in…

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Posted in: Crude oil / Energy, Earnings, Earnings estimate revisions, Energy sector, S&P 500, Sector Earnings Growth Estimates, SP 500 forecast(s)

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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