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Insightful market commentary from a fresh perspective.
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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

Fed Rate Hike Coming This Week, Deteriorating Market Breadth, and more on International

September 12, 2026 Brian Gilmartin Leave a comment

This is the CME’s fed funds futures probability bar chart for this coming FOMC announcement on Wednesday, September 16th, 2026,…

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Posted in: Emerging Markets, Federal Reserve, FOMC meeting, International (Non-US)

Oracle Reports Tonight: Chart Has Improved, but Free-Cash-Flow is Still Grim

September 10, 2026 Brian Gilmartin Leave a comment

When Oracle (ORCL) reports their fiscal Q1 ’27 tonight after the bell, the following is the sell-side consensus and the…

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Posted in: ORCL

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Fundamentalis

  • 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
  • Fed Rate Hike Coming This Week, Deteriorating Market Breadth, and more on International
  • Oracle Reports Tonight: Chart Has Improved, but Free-Cash-Flow is Still Grim

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