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Insightful market commentary from a fresh perspective.
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SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC

October 17, 2026 Brian Gilmartin Leave a comment

It’s been a bit since this blog updated it’s SP 500 earnings data. As of Friday, 10/16/26, the “forward 4-quarter…

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Posted in: Emerging Markets, EMXC, mu, SMH (semiconductor ETF), SNDK, Weekly Earnings Update

JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

October 9, 2026 Brian Gilmartin Leave a comment

Both JPMorgan (JPM) and Citigroup (C) are scheduled to report their Q3 ’26 financial results before the opening bell on…

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Posted in: BAC, C, JPM

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

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Fundamentalis

  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • 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

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