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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

SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again

April 24, 2026 Brian Gilmartin Leave a comment

In last week’s post this blog took a look at the SP 500 expected revenue growth this year, and then…

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Posted in: Technology, Weekly Earnings Update

Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing

April 21, 2026 Brian Gilmartin Leave a comment

Boeing (BA) has been a frustrating long, but after an 18-year plus secular bull market in the SP 500 (bottoming…

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Posted in: BA, IBM

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Fundamentalis

  • 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
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings

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