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SP 500 Weekly Earnings Update: Q4 ’16 SP 500 Earnings “Less Negative”

December 4, 2016 Brian Gilmartin Leave a comment

Thomson Reuters (by the numbers): Forward 4-quarter estimate: $128.61 vs last week’s $128.56 and another sequential revision higher, which is…

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Posted in: Fwd 4-qtr growth rate (SP 500), SP 500 Earnings Yield, Weekly Earnings Update

Technology Officially Oversold: Stick with Apple Based on Estimate Revisions

December 2, 2016 Brian Gilmartin Leave a comment

sector_snapshots_120116_42i-1 – A quick snapshot from Bespoke’s regular Thursday Sector update, shows that Technology is officially oversold. Not a surprise if…

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Posted in: Apple (AAPL), Technology

Worries Grow over OPEC’s Output Cut

November 29, 2016 Brian Gilmartin Leave a comment

As recently as 10 years ago, a $4 drop in the price of crude oil prior to an OPEC meeting…

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Posted in: Energy ETF's (XLE, Energy sector

SP 500 Forward Growth Rate Rises above 4%, First Time since Mid-January ’15

November 26, 2016 Brian Gilmartin Leave a comment

The big data point that stuck out this week was the all-important year-over-year growth rate of the “forward 4-Quarter” estimate.…

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Posted in: Fwd 4-qtr growth rate (SP 500), Uncategorized, Weekly Earnings Update

What’s Up With the Health Care Sector – Investors Fleeing Defensive Sectors ?

November 25, 2016 Brian Gilmartin Leave a comment

The Health Care sector rally that started with President-elect Trump’s victory on November 8th, and the defeat of Proposition 61…

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Posted in: Health Care sector

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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