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Q3 ’15 SP 500 Earnings: 2nd Half, 2015, SP 500 Earnings Prospects Continue Unduly Pessimistic

October 3, 2015 Brian Gilmartin Leave a comment

That is just an opinion by the way. The forward 4-quarter estimate year-over-year growth rate fell to -5% this week,…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: Sell Health Care, Buy Energy ?

September 26, 2015 Brian Gilmartin Leave a comment

By next Friday, October 2nd, 2015, readers will know what the September ’15 jobs report looked like, and what the…

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Posted in: Biotech, Biotech sector / earnings, Energy sector, Health Care sector, S&P 500, Weekly Earnings Update

SP 500 Earnings Update: An Early Look at 2016

September 23, 2015 Brian Gilmartin Leave a comment

FC2016(ests)92315 The above spreadsheet, gives an early look at what consensus analyst expectations are expecting for 2016. A couple caveats…

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Posted in: Earnings, Earnings estimate revisions, Energy sector, Financial sector, Financials, Sector Earnings Growth Estimates, Technology, Weekly Earnings Update

SP 500 Weekly Earnings Update: Looking at Q3 and Q4 ’15 Expected Earnings Growth

September 19, 2015 Brian Gilmartin Leave a comment

Statistically, the next 5 trading days are one of the weakest in terms of weekly SP 500 returns according to…

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Posted in: Financial sector, Financials, Industrials

Short-term Treasury Yields Soar Pre-Fed

September 15, 2015 Brian Gilmartin Leave a comment

Rick Santelli, the heated and impassioned CNBC reporter who actually provides some good technical info from the floor of the…

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Posted in: FOMC meeting, Treasuries

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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