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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

  • 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
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine

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