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SP 500 Earnings Update: Corporate High-Yield Had a Good Week

February 4, 2023 Brian Gilmartin Leave a comment

Twitter was the first medium – I believe it was Lisa Abramowicz of Bloomberg – that noted that the February…

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Posted in: High-Yield Credit, HYG, Weekly Earnings Update

SP 500 Earnings: Revisions Becoming Less Negative (?) / Megacap Week / Top 10 Holdings

January 27, 2023 Brian Gilmartin Leave a comment

Rather than bury the lede, this table is catching my interest since it a.) looks at the forward SP 500…

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Posted in: Apple (AAPL), Weekly Earnings Update

SP 500 Earnings: Weakness Expected Through Mid-2023

January 22, 2023 Brian Gilmartin Leave a comment

Looking at this table, which is constructed from IBES data by Refinitiv’s Earnings Scorecard, indicates that the Q4 ’22 and…

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Posted in: Weekly Earnings Update

SP 500 Earnings: Don’t Ignore What’s Happening with 2H ’23 Quarterly Estimates

January 15, 2023 Brian Gilmartin Leave a comment

The above chart is the SP 500 daily chart from Worden, and it shows the SP 500 closing the week…

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Posted in: SP 500 Revenue Growth, US Dollar, Weekly Earnings Update

Part I: Big Banks and other Financials Report this Coming Friday, January 13

January 8, 2023 Brian Gilmartin Leave a comment

The above was cut-and-pasted from Bespoke’s weekend Report on January 6th, 2023. If readers look at the revisions cut-and-pasted from…

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Posted in: BAC, C, Earnings, Financial sector, Financials, JPM, WFC

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Fundamentalis

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  • Alphabet Earnings Preview: Google’s Very Own Version of Creative Destruction
  • IBM Earnings Preview: Cash-Flow Multiples are Much More Reasonable

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