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SP 500 Earnings: Fade Tech, Buy Financials ?

April 12, 2019 Brian Gilmartin Leave a comment

Corporate high yield as symbolized by the HYG ETF, outperformed the SP 500 this week, returning +0.61% vs the SPY’s…

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Posted in: Weekly Earnings Update

Financials Kick Off Q1 ’19 Earnings, Friday, April 12th, 2019

April 11, 2019 Brian Gilmartin Leave a comment

JP Morgan (JPM), Wells Fargo (WFC) and PNC Bank (PNC) kickoff Q1, 2019 SP 500 earnings tomorrow, and then next…

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Posted in: Financial sector, Financials, JPM

Is Pre-Earnings Season Pessimism a Good Thing?

April 9, 2019 Brian Gilmartin Leave a comment

As big fans of Bespoke’s research, the firm published their long-awaited earnings season preview today. Here is the first chart:…

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Posted in: Earnings estimate revisions

Expected SP 500 – and Technology – Revenue Growth Headed Into Q1 ’19 Earnings

April 7, 2019 Brian Gilmartin Leave a comment

Here is the historical and prospective SP 500 revenue growth per the latest IBES data: Q4 ’19: +6.4% (est) Q3…

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Posted in: Apple (AAPL), SP 500 Revenue Growth, Technology

First Sequential Increase in 2019 SP 500 Estimate Since early December ’18

April 6, 2019 Brian Gilmartin Leave a comment

The 2019 full-year bottom-up EPS estimate for the SP 500 started in early October at $178.45 and ended his week…

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Posted in: Weekly Earnings Update

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Fundamentalis

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  • International and Emerging Markets Starting to Percolate: 10 and 15 yr Annual Returns Still Modest
  • SP 500 Earnings: Financials Start Q2 ’25 Earnings With a Bang; Expect Another Solid Quarter for SP 500 Earnings

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