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SP 500 Earnings and Style-Box Update: Big Jump in Forward SP 500 Estimate

July 4, 2021 Brian Gilmartin Leave a comment

The “forward 4-quarter” estimate this week jumped to $199.34 from last week’s $192.56, which is an increase of $6.78 per…

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Posted in: Style analysis, Weekly Earnings Update

Individual Investor Market Return Expectations from Irrelevant Investor

June 27, 2021 Brian Gilmartin Leave a comment

Investors, Prepare to be Disappointed Great post by Michael Batnick and Josh Brown’s group over at Ritholtz that hit the…

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Posted in: annual return, Average Annual Return, SP 500 forecast(s), SP 500 long-term returns Filed under: Expected Returns

SP 500 Weekly Earnings Update: Looking at a $199 – $200 Forward SP 500 EPS Estimate Next week

June 25, 2021 Brian Gilmartin Leave a comment

Per Briefing.com, here is the list of companies by ticker that are expected to report earnings next week. On July…

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Posted in: Financial sector, Financials, Weekly Earnings Update

Emerging Markets and Int’l Update: Gradually Lifting Client Allocation to EM and Non-Us

June 24, 2021 Brian Gilmartin Leave a comment

  The first chart today (click to expand) was provided by Brian Buonamici at Calamos Asset Management last week. If…

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Posted in: EEM, Oakmark International, VWO)

On the Stock and Bond Markets Today, and This and That

June 20, 2021 Brian Gilmartin Leave a comment

Still a secular bull equity market:  2000 through 2002 was a pretty painful bear market for the SP 500, and…

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Posted in: Corporate High Yield, Credit markets, Municipal Bond market, Municipal High Yield, Secular Bull Market

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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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