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SP 500 Earnings Update: Revision Activity Should Slow Until Earnings Start in Early October

September 3, 2021 Brian Gilmartin Leave a comment

The next 5 weeks will be very slow for the number of SP 500 earnings revisions, as we are now…

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Posted in: Weekly Earnings Update

Mega-cap Stopped Being Momentun Exactly One Year Ago

September 1, 2021 Brian Gilmartin Leave a comment

It was exactly one year ago today – September 1, 2020, that mega-cap tech stocks stopped being momentum stocks within…

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Posted in: momentum, Morningstar data

Talking Bond and Credit Markets After Jackson Hole

August 30, 2021 Brian Gilmartin Leave a comment

The above graph from the St. Louis Fed’s database shows the option-adjusted-spread (OAS) on the investment-grade or high-grade corporate bond…

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Posted in: Corporate High Yield, Credit markets, High-Yield Credit, Municipal Bond market, Municipal High Yield

When Tracking SP 500 Earnings Won’t Help as a Market-Timing Strategy

August 29, 2021 Brian Gilmartin Leave a comment

This article has been a long-time coming, and will discuss the shortcomings of managing your stock market risk based strictly…

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Posted in: SP 500 corrections, SP 500 estimate revision data

SP 500 Earnings Update: Revisions are Still Positive, Which Has Been the Case for a While

August 27, 2021 Brian Gilmartin Leave a comment

SP 500 EPS are (is ?) expected to grow 44% in calendar 2021 per the current IBES / Refinitiv numbers,…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?

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