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Category: Tesla

Are Cracks Starting to Appear ? Midterm election years, Energy, SP 500 Earnings Yield (and more)…

October 16, 2022 Brian Gilmartin Leave a comment

Yellen on Treasury market illiquidity: It’s interesting that Janet Yellen raised the specter of buying Treasuries this past week, without…

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Posted in: 1994, 60/40 portfolio, FB, Meta, SP 500 Earnings Yield, Tesla

SP 500 Earnings: SP 500 Earnings Yield Hits High Not Seen Since January ’19

October 15, 2022 Brian Gilmartin Leave a comment

The unusual aspect to IBES by Refinitiv data is that it cuts off incorporating new earnings data as of Thursday…

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Posted in: Tesla, Weekly Earnings Update

Big Tech Companies Reporting This Week: Compares are Tough for Q4 ’21 and Q1 ’22

January 23, 2022 Brian Gilmartin Leave a comment

Like Aaron Rodgers possibly never returning to Lambeau, the mega-cap tech stocks may have reached price levels in late 2021…

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Posted in: Apple (AAPL), Credit markets, IBM, MSFT, Tesla

Looking at SP 500’s “Big 5”: Post-Earnings EPS and Revenue Trends & Top 10 Positions

August 2, 2021 Brian Gilmartin Leave a comment

This post will be kept short and sweet. Barrons is out this weekend as cautious on the “Big 5”. The…

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Posted in: Apple (AAPL), GOOG, GOOGL, MSFT, Tesla

Financials, Tesla and FedEx

December 20, 2020 Brian Gilmartin Leave a comment

With the news Friday night about the Fed allowing share repurchases by banks again, a possible fiscal stimulus agreement being…

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Posted in: FDX, Financial sector, Financials, Tesla

Fundamentalis

  • SP 500 Earnings: Revisions Becoming Less Negative (?) / Megacap Week / Top 10 Holdings
  • SP 500 Earnings: Weakness Expected Through Mid-2023
  • SP 500 Earnings: Don’t Ignore What’s Happening with 2H ’23 Quarterly Estimates
  • Part I: Big Banks and other Financials Report this Coming Friday, January 13
  • 4th Quarter SP 500 Earnings / Guidance: Is There Any Reason for CEO’s to be Optimistic ?

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