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SP 500 Weekly Earnings: 2021, 2022 EPS and Revenue Revisions Still Headed Higher

July 18, 2021 Brian Gilmartin Leave a comment

My favorite table for a quick look at SP 500 EPS and revenue revisions across the next 7 quarters. The…

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Posted in: Weekly Earnings Update

Global Tax Rate Debate: How Does Mega-Cap Tech Stack Up ?

July 11, 2021 Brian Gilmartin Leave a comment

The push by the current Administration for a global minimum tax rate is gaining steam or has gained steam, so…

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Posted in: effective tax rates

Financials: A Quick Rundown of Big Names Reporting This Coming Week

July 10, 2021 Brian Gilmartin Leave a comment

A lot of big financial names report this week. Some will be covered here, in terms of pre-earnings analysis, with…

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Posted in: 10-year Treasury yield, BAC, Financial sector, Financials, GS, JPM, SCHW

SP 500 Weekly Earnings Update: Year-over-Year Growth Rates will Start to Slow / Top 10 Positions as of 6/30/21

July 9, 2021 Brian Gilmartin Leave a comment

Briefing.com publishes a list of the coming week’s earnings releases every Friday, and above is next week’s slate of companies…

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Posted in: Top 10 Client Holdings, Weekly Earnings Update

On Earnings Revisions and Being Friends with Jeff Miller

July 5, 2021 Brian Gilmartin Leave a comment

Doing the weekly earnings update, a lot of SP 500 EPS data is thrown out to readers (source data from…

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Posted in: Jim Cramer and TheStreet, SP 500 estimate revision data

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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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