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Weekly Earnings Update: EPS Revisions Remain Positive (Yawn)

March 27, 2021 Brian Gilmartin Leave a comment

Not to be trivial about it, but little has changed in terms of the upward revisions to EPS estimates for…

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Posted in: Weekly Earnings Update

Apple and Microsoft are almost 50% of the Tech sector’s EPS Weight

March 21, 2021 Brian Gilmartin Leave a comment

Last week, this blog wrote about the upward revisions in Tech sector EPS estimates. As of Friday, March 19th, 2021,…

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Posted in: Apple (AAPL), CSCO, INTC, MSFT, Technology

SP Weekly Earnings Update: Not Much Change – Revisions Remain Positive

March 19, 2021 Brian Gilmartin Leave a comment

Starting the earnings update with a Twitter post from Ryan Detrick of LPL Financial. In particular note the sector return…

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

The Tech Sector – Expected 2021 EPS Growth Rates Continue to be Revised Hgher

March 18, 2021 Brian Gilmartin Leave a comment

Everyone is watching the relationship between the 10-year Treasury yield and the QQQ’s or Nasdaq 100 ETF. While there will…

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Posted in: Technology

It’s “Unanticipated” Inflation That is the Bond Market Killer

March 16, 2021 Brian Gilmartin Leave a comment

In studying Bond Management, and Money & Banking and the like in business school and the CFA program the one…

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Posted in: 10-year Treasury yield, Bond Market(s)

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Fundamentalis

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  • SP 500 Earnings: Wow, the SP 500 Estimated EPS & Revenue Growth Rates Improvements are Remarkable
  • Tech Sector Revenue Growth has Been Accelerating Since Late ’22

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