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Category: Currency

SP 500 Earnings: Q4 ’15 Earnings / Weaker US Dollar / Brutal Rotation

February 6, 2016 Brian Gilmartin Leave a comment

With about 60% of the SP 500 having reported Q4 ’15 financial results, SP 500 earnings growth “ex-Energy” is +2.10%,…

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Posted in: Currency, SP 500 forecast(s), SP 500 Revenue Growth, Standard & Poors Earnings Data, US Dollar

Energy and Currency “Comp’s” Start to Improve in Q4 ’15

August 29, 2015 Brian Gilmartin Leave a comment

With 490 of the SP 500 having reported Q2 ’15 earnings, ex-Energy, according to Factset, SP 500 earnings rose +5.9%.…

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Posted in: Currency, Earnings, Earnings estimate revisions, Earnings Weight vs Market Cap, Energy sector, US Dollar, Weekly Earnings Update

Sp 500 Earnings Update: Shades of Long-Term Capital Crisis from September, 1998 ?

August 22, 2015 Brian Gilmartin Leave a comment

Factset didnt have the “Weekly Earnings Insight” this week or last, but we still have the Thomson Reuter’s weekly missive,…

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Posted in: China Yuan devaluation, Currency, Energy sector, LongTerm Capital Management

Trading update

June 27, 2012 Brian Gilmartin Leave a comment

Didnt like our blog post yesterday. Hate talking politics these days in any forum. However, politics is economics (and vice…

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Posted in: BBY, Bond Funds, CHK, Currency, DE, Earnings, ECA, FB, WMT

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  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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