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Insightful market commentary from a fresh perspective.
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Market Breadth Perspective and Avoid Nike After the Guidedown

October 5, 2026 Brian Gilmartin Leave a comment

This first chart on market breadth is from Walter Deemer, an experienced Wall Street hand who posts regularly on X,…

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Posted in: Market breadth, NKE

10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report

October 1, 2026 Brian Gilmartin Leave a comment

Probably a little wonky to view, but expand the above chart, which is the “weekly” 10-year Treasury yield chart. Normally…

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Posted in: 10-year Treasury yield, Crude oil / Energy

Key Economic Data This Week and the Treasury 10-Year Yield Bias Still Higher

September 27, 2026 Brian Gilmartin Leave a comment

A lot of old bond guys – many who have been managing fixed-income money for decades – like the 10-year…

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Posted in: 10-year Treasury yield, Monthly payroll report, mu, NKE, PCE / PCE Core, PCE data

Nike Earnings Preview: The Only Bullish Aspect to Nike’s Stock is the Extreme Bearishness

September 26, 2026 Brian Gilmartin Leave a comment

This blog has written about Nike many times since the stock started to fall from it’s $180 high in November…

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Posted in: NKE

SP 500 Earnings: Quarterly SP 500 EPS Estimate Hits $100 per Share

September 18, 2026 Brian Gilmartin Leave a comment

  Estimate source: LSEG The above spreadsheet table is from an internal SP 500 EPS spreadsheet maintained since the end…

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Posted in: BAC, C, Financial sector, Financials, JPM, SMH (semiconductor ETF), Weekly Earnings Update

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Fundamentalis

  • Market Breadth Perspective and Avoid Nike After the Guidedown
  • 10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report
  • Key Economic Data This Week and the Treasury 10-Year Yield Bias Still Higher
  • Nike Earnings Preview: The Only Bullish Aspect to Nike’s Stock is the Extreme Bearishness
  • SP 500 Earnings: Quarterly SP 500 EPS Estimate Hits $100 per Share

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