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SP 500 Earnings: Forward Estimates Still Rising / August Jobs Report This Week

August 26, 2023 Brian Gilmartin Leave a comment

This economic data template published by Briefing.com is a useful tool for preparing for the coming economic data each week.…

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Posted in: Monthly payroll report, SP 500 EPS "rate-of-change", SP 500 forward estimate rate of change

Inflation Still Better than Deflation / Jackson Hole in 2023

August 24, 2023 Brian Gilmartin Leave a comment

With Jay Powell set to release annual statement around the 2023 Jackson Hole Economic Symposium on Friday morning, August 25th,…

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Posted in: 10-year Treasury yield, Ben Bernanke, Bond Market(s), Federal Reserve

Walmart Post-Earnings: Revenue Revisions Remain Positive, Margins Better Too

August 19, 2023 Brian Gilmartin Leave a comment

Rather than write Walmart’s Q2 ’24 (fiscal year) results over on www.seekingalpha.com, since the earnings preview was written on this…

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Posted in: WMT

SP 500 Earnings: Still Moving Higher / Quick Look at Apple Revenue / All About Interest Rates

Brian Gilmartin Leave a comment

Just updated the spreadsheet for Apple this week, with latest EPS and revenue estimates. Like much of the large-cap tech…

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Posted in: 10-year Treasury yield, Apple (AAPL), Bespoke, Weekly Earnings Update

Walmart Earnings Preview: Fighting Back After 20 Years of Margin Erosion

August 15, 2023 Brian Gilmartin Leave a comment

Walmart (WMT) reports their fiscal Q2 ’24 financial results on Thursday morning, August 17th, 2023, before the opening bell. Current…

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Posted in: WMT

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Fundamentalis

  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • 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 ?

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