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SP 500 Earnings: Revisions Turn Weaker, Expected 2022 EPS Growth Still Rangebound

February 11, 2022 Brian Gilmartin Leave a comment

This table is from data courtesy of IBRES data by Refinitiv, which shows how SP 500 EPS “revisions” have softened…

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Posted in: SP 500 estimate revision data, Weekly Earnings Update

The Odds of a 50% Stock Market Correction

February 9, 2022 Brian Gilmartin Leave a comment

In a few words, the probabilities are likely pretty low. My own opinion was that we (meaning readers, investors and…

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Posted in: SP 500 corrections, SP 500 Historical Framework

SP 500 Earnings Update: Earnings Revisions Solid This Week, but Watch That 10-Year Treasury Yield

February 6, 2022 Brian Gilmartin Leave a comment

The big issue for the SP 500 and the US stock market (in my opinion) is that – after the…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

Big Tech Companies Reporting This Week: The Game is Changing. Watch Merck This Week

January 30, 2022 Brian Gilmartin Leave a comment

Ed Yardeni has named the mega-cap companies that dominate the SP 500 index, the “Mega-cap 8”. This week we hear…

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Posted in: Amazon, FB, GOOGL, MRK

The Real Risk to Growth Stock and “Style” Investing

January 29, 2022 Brian Gilmartin Leave a comment

The familiar litany heard from clients in the late 1990’s and lately today when the subject of trimming winners arises,…

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Posted in: Growth v Value

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Fundamentalis

  • Nike Earnings Preview: Nike Really Needs to Return to Mid-Single-Digit Revenue Growth
  • SP 500 Earnings Update: SP 500 Forward EPS Estimates Still Seeing Higher Revisions
  • SP 500 Was Due for a Tougher Year in ’26
  • Peak Crude Oil ? Quick Look at SP 500 EPS Data
  • Coca-Cola: Earnings Quality Still Not Great

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