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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

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

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Fundamentalis

  • Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock
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  • Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve
  • SP 500 EPS / Revenue Growth, and Amazon Earnings
  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th

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