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SP 500 Earnings and a StyleBox Update for March 31 ’26

April 4, 2026 Brian Gilmartin Leave a comment

The forward 4-quarter estimate (FFQE) for the SP 500 increased to $338.29 from last week’s $322.20. That a $16 and…

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Posted in: Style analysis, Weekly Earnings Update

SP 500 Earnings Update: SP 500 Earnings Yield Jumps Back Over 5%

March 28, 2026 Brian Gilmartin Leave a comment

The SP 500 earnings yield (SP EY) jumped back over 5% on Friday, March 27, 2026, to end the week…

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Posted in: SP 500 Earnings Yield

Nike Earnings Preview: Nike Really Needs to Return to Mid-Single-Digit Revenue Growth

March 27, 2026 Brian Gilmartin Leave a comment

Nike, (NKE), the beleaguered sports footwear and apparel giant reports their fiscal Q3 ’26 financial results after the closing bell…

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Posted in: NKE

SP 500 Earnings Update: SP 500 Forward EPS Estimates Still Seeing Higher Revisions

March 21, 2026 Brian Gilmartin Leave a comment

Five – six weeks into the Iran conflict the most surprising aspect to the SP 500 earnings data is that…

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Posted in: mu, ORCL, Sector Earnings Growth Estimates, SP 500 Earnings Yield, SP 500 estimate revision data

SP 500 Was Due for a Tougher Year in ’26

March 12, 2026 Brian Gilmartin Leave a comment

This blog post was written in late December ’25 just to think through the various variables impacting equity market returns,…

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Posted in: 2026 expected stock and bond mkt returns, Sequencing of Returns

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Fundamentalis

  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings

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