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SP 500 Earnings Update: The 2020 “Opposite-Trade” Remains in Place – Earnings Revisions Still Positive

March 12, 2021 Brian Gilmartin Leave a comment

The RSP is up about 10% YTD, while the QQQ’s are just barely positive and the SP 500 – before…

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Posted in: Market-Cap weights, Weekly Earnings Update

SP 500 Weekly Earnings Update: Revisions Continue Higher, but Entering Quiet Period

March 5, 2021 Brian Gilmartin Leave a comment

The “quiet period” for earnings activity, both in terms of releases and upward / downward revisions, usually lasts from the…

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Posted in: Weekly Earnings Update

SP 500 Weekly Earnings Update: “Growth is Good” – SP 500 EPS Revisions Still Higher

February 26, 2021 Brian Gilmartin Leave a comment

This week will be started off with a link from Factset, John Butter and his crew, as this link from…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

SP 500 Weekly Earnings Update: How Has Q1 ’21 SP 500 EPS Growth Changed Since Jan 1 ’21 ?

February 20, 2021 Brian Gilmartin Leave a comment

At least unofficially anyway, Q4 ’20’s earnings season is now over, with Walmart’s release of their fiscal Q4 ’21 earnings…

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Posted in: 2021 SP 500 sector growth rates, Weekly Earnings Update

Don’t Forget Emerging Markets / International For Your Portfolio

February 15, 2021 Brian Gilmartin Leave a comment

Although the speculative fever isn’t there like the late 1990’s, the fact is the “average, annual” returns of Emerging Markets…

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Posted in: EEM, Emerging Market ETF's (EEM, Emerging Markets, International (Non-US), VWO)

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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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