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Author: Brian Gilmartin

The Major Differences Between this Bull Stock Market and the Late 1990’s

May 17, 2026 Brian Gilmartin Leave a comment

1.) The biggest beneath-the-surface issue with the late 1990’s rally vs today’s market in large-cap tech and growth, was actually…

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Posted in: 2000, Earnings Weight vs Market Cap, Late 1990's vs Today's ('26) Stock Market

SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings

May 12, 2026 Brian Gilmartin Leave a comment

With the rapid growth in SP 500 earnings since January 1 ’26, there has been a lot of new earnings…

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Posted in: CSCO, Weekly Earnings Update

Bond Market Asset Class Returns – Not Great, but Not Shabby Either

May 6, 2026 Brian Gilmartin Leave a comment

The optics aren’t the best but these “annual return” updates run every few months can show how distorted long-term returns…

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Posted in: Bond Market(s) annual return

SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1

May 3, 2026 Brian Gilmartin 2 Comments

Source: LSEG The above chart from LSEG’s, “This Week in Earnings” shows the progression in both sector and SP 500…

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Posted in: Weekly Earnings Update, WMT

Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say

April 26, 2026 Brian Gilmartin Leave a comment

Boeing (BA) the airline manufacturing giant that is ordinarily the envy of the world, and one of only two airline…

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Posted in: BA, IBM

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Fundamentalis

  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • 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

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