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Analyzing SP 500 Earnings Data for Clues to Q4 ’18 Correction – Was There a Tell ?

February 23, 2019 Brian Gilmartin Leave a comment

Maybe a better question for the headline to today’s blog post would have been, “What about the weekly SP 500…

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Posted in: 2019 SP 500 earnings, SP 500 corrections, Standard & Poors Earnings Data, Weekly Earnings Update

Top 10 SP 500 Stocks: How Does Forward Earnings Growth Look ?

February 21, 2019 Brian Gilmartin Leave a comment

  If readers can get on your cheaters and look at the attached spreadsheet, you’ll see the expected 2019 EPS…

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Posted in: 2019 SP 500 earnings, Growth v Value, Top 10 Earnings weights

Style Box Update: Small and Mid-Cap Value Outperforming Large-Cap Growth

February 17, 2019 Brian Gilmartin Leave a comment

  The bounce in the various US equity asset classes since December 24th and December 26th, is resulting in the…

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Posted in: Style analysis

What Forward Period do SP 500 Earnings Discount ?

February 16, 2019 Brian Gilmartin Leave a comment

  This chart got a lot of play on Twitter on Friday and Saturday morning and it tells an important,…

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Posted in: Financial sector, Financials, Weekly Earnings Update

US Dollar – Time to Weaken ?

February 11, 2019 Brian Gilmartin Leave a comment

Factset published an excellent post this afternoon on the US dollar’s impact on SP 500 earnings and revenue:   It…

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Posted in: US Dollar

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Fundamentalis

  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings

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