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SP 500 Earnings: Looking at the SP 500 Forward Earnings Curve

May 3, 2020 Brian Gilmartin Leave a comment

The advantage of the “forward earnings curve” for the SP 500 is that it fills in the interim periods between…

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Posted in: Forward SP 500 earnings curve

SP 500 Earnings Update: Green Shoots on Forward SP 500 Earnings

May 2, 2020 Brian Gilmartin Leave a comment

First, let’s take a look at the last five years of annual SP 500 EPS and the year-over-year (y/y)growth rate…

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Posted in: Standard & Poors Earnings Data, Weekly Earnings Update

High Yield Struggled Last Week – the Asset Class Remains Cheap

April 27, 2020 Brian Gilmartin Leave a comment

  This is a spreadsheet kept on Bloomberg bond market data, which i find very helpful (the Bloomberg data, not…

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Posted in: High-Yield Credit, HYG

SP 500 Earnings Weekly Update: Averaging Expected Growth Rates for 2020 and 2021

April 24, 2020 Brian Gilmartin Leave a comment

One thing that’s been tracked for a while, but might be somewhat useful in this type of market environment where…

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Posted in: Weekly Earnings Update

Technology’s “Big 5” Report Next Week – 20% of SP 500 Market Cap

April 23, 2020 Brian Gilmartin Leave a comment

  Looking at the SP 500 EPS and revenue data in general, the trough in y/y decline in SP 500…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, MSFT, Technology

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Fundamentalis

  • SP 500 Earnings Update: SP 500 Earnings Yield Jumps Back Over 5%
  • Nike Earnings Preview: Nike Really Needs to Return to Mid-Single-Digit Revenue Growth
  • SP 500 Earnings Update: SP 500 Forward EPS Estimates Still Seeing Higher Revisions
  • SP 500 Was Due for a Tougher Year in ’26
  • Peak Crude Oil ? Quick Look at SP 500 EPS Data

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