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SP 500 Earnings Rebound Continues – Revenue Growth is Less Robust

April 26, 2019 Brian Gilmartin Leave a comment

  Love this graph IBES by Refinitiv puts at the bottom of the first page of “This Week in Earnings”…

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Posted in: Weekly Earnings Update

Are We Seeing the Death of the Industrial Conglomerate ?

Brian Gilmartin Leave a comment

IT all started in 2015 with UTX, when the conglomerate wanted to divest Sikorsky which they eventually did to Lockheed…

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Posted in: Industrials

Quick Look at Health Care Headed into Q1 ’19 Earnings

April 20, 2019 Brian Gilmartin Leave a comment

Every Thursday night, Bespoke publishes a YTD return for all 11 sectors of the SP 500, and last Thursday night’s…

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Posted in: Health Care sector

SP 500 Earnings Update: Is the SP 500 Earnings Turn Beginning ?

April 19, 2019 Brian Gilmartin Leave a comment

A focus on the Health Care sector and historical revenue and earnings growth will come this weekend. The sector has…

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Posted in: Financial sector, Financials, Uncategorized, XLF

One Last Earnings-Related Table: The Rationale for a Financial Sector Overweight

April 14, 2019 Brian Gilmartin Leave a comment

This blog post addressing Financial-sector earnings came out Thursday night, which didn’t help readers, so i wante dto do one…

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Posted in: Financial sector, Financials

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Fundamentalis

  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown
  • 10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report
  • Key Economic Data This Week and the Treasury 10-Year Yield Bias Still Higher

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