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SP 500 EPS / Revenue Growth, and Amazon Earnings

August 8, 2026 Brian Gilmartin Leave a comment

Everyone talks about SP 500 EPS growth, but few pay attention to S&P 500 revenue growth, which may be a…

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Posted in: Alphabet, Amazon, Weekly Earnings Update

Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th

July 26, 2026 Brian Gilmartin Leave a comment

Rick Rieder, Blackrock’s major guru of everything fixed income – Blackrock’s Global Chief Investment Officer of Global Fixed Income –…

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Posted in: 10-year Treasury yield, BlackRock, Blackrock (BLK), Bond Market(s), CME, CME fed funds futures, FOMC meeting

SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report

July 25, 2026 Brian Gilmartin 3 Comments

The SP 500 “earnings yield” ended the week at 5.03%, it’s highest print since the last week of March, ’26.…

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Posted in: FOMC meeting, GOOGL, Weekly Earnings Update

Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance

July 22, 2026 Brian Gilmartin Leave a comment

Alphabet reports after the closing bell tonight, and to avoid writing War & Peace, and to keep the post short…

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Posted in: Alphabet, GOOG, GOOGL

IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout

July 18, 2026 Brian Gilmartin Leave a comment

Since IBM broke out to an all-time-high (above the April, 2013 high of $215 – $216 per share) the stock…

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Posted in: IBM

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Fundamentalis

  • SP 500 EPS / Revenue Growth, and Amazon Earnings
  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th
  • SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report
  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance
  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout

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