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JP Morgan Earnings Preview: Stock Nears Oct ’21 All-Time-High

January 6, 2024 Brian Gilmartin Leave a comment

The big banks don’t report until Friday, January 12th, 2024, but it might help to throw JPM’s earnings preview out…

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Posted in: JPM

SP 500 Earnings: Jump in Forward Estimate Worth Noting

January 5, 2024 Brian Gilmartin Leave a comment

For the 2nd week in a row, there was no data forthcoming from IBES and Refinitiv, which is actually understandable,…

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Posted in: Health Care sector, High-Yield Credit, Weekly Earnings Update

Walgreens Earnings Preview: The New Ceo Has His Hands Full

January 3, 2024 Brian Gilmartin Leave a comment

Walgreens (WBA) formerly the premier retail drug-store operator from the last 20 years of the 20th Century (i.e. 1980’s and…

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Posted in: WBA

SP 500 Earnings: 2024: Will Actual Q4 ’23 SP 500 EPS Match 2023’s “Upside Surprises” ?

January 1, 2024 Brian Gilmartin Leave a comment

The IBES data by Refinitiv data, meaning the “This Week in Earnings” or the “Earnings Scorecard” reports were never sent…

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Posted in: SP 500 Earnings Yield, SP 500's "upside surprise", Weekly Earnings Update

2024 Forecast: Done a Little Differently

December 26, 2023 Brian Gilmartin Leave a comment

Last year at this time, this blog thought that 2023 would be a better year, with a prediction of positive…

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Posted in: 2024 Stock and Bond Market Forecast, AGG, inflation expectations, International (Non-US), TLT

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Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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