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SP 500 Earnings: Mega-Cap Tech Names Don’t Report Until Halloween Week

October 18, 2024 Brian Gilmartin Leave a comment

The big tech companies, or the so-called Mega-cap 7, do not report their Q3 ’24 financial results until Halloween week:…

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Posted in: SP 500's "upside surprise", Top 10 Earnings weights, Top 10 Market Cap Weights, Weekly Earnings Update

Netflix Earnings Preview: Advertising Expected to Drive Netflix’s Revenue Growth Next Few Years

October 16, 2024 Brian Gilmartin Leave a comment

Thursday night, October 17th, Netflix will release their 3rd quarter, ’24 financial results after the closing bell. With the stock’s…

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Posted in: Netflix

Morgan Stanley Earnings Preview: Forward Estimate Revisions Steadily Positive

October 14, 2024 Brian Gilmartin Leave a comment

Morgan Stanley is scheduled to report 3rd quarter, 2024, financial results on Wednesday morning, October 16th, before the opening bell.…

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Posted in: MS

Citigroup / Bank of America Earnings Previews: Own for Defensive Positioning within the Big Banks

October 13, 2024 Brian Gilmartin Leave a comment

Bank of America (BAC) is scheduled to report their 3rd quarter, ’24 earnings release on Tuesday morning, October 16th, ’24,…

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Posted in: BAC, C

SP 500 Earnings: Energy, Basic Materials Expected to be 2024 Earnings Drags / Credit Spreads Matter

October 12, 2024 Brian Gilmartin Leave a comment

This table shows the “expected” SP 500 sector EPS growth for 2025. Readers can see how the energy and basic…

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Posted in: Bear Markets, Energy ETF's (XLE, Energy sector, High-Yield Credit, HYG

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Fundamentalis

  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

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