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Author: Brian Gilmartin

Nike Earnings Preview: In a Sea of Negatives, One Positive is the Easy Compares the Next 4 – 5 Quarters

September 29, 2025 Brian Gilmartin Leave a comment

Nike (NKE) the athletic and footwear giant that remains one of the great global brands, reports their fiscal Q1 ’26…

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Posted in: NKE

SP 500 Earnings: What’s Expected for Q3 ’25 ? A Brief History on Tech Sector EPS Growth

September 28, 2025 Brian Gilmartin 2 Comments

Actual technology sector earnings were pretty strong for Q2 ’25: on July 3rd, ’25, the expected EPS growth for the…

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Posted in: Technology, Weekly Earnings Update

15-year Bull Markets: Signs Of a Potential Major Top (or Not) And Knowing What Hasn’t Worked

September 21, 2025 Brian Gilmartin Leave a comment

It’s difficult writing market articles of a longer-term perspective, since readers can interpret the content many different ways. Yesterday, this…

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Posted in: Apple (AAPL), CSCO, GE, Secular Bull Market

SP 500 Earnings: Scary Charts – Don’t Forget to Pay Attention to Asset Classes that Haven’t Worked in the Last 15 Years

September 20, 2025 Brian Gilmartin 2 Comments

This week, The SP 500’s forward 4-quarter estimate (FFQE) rose to $284.21, versus last weeks $284.02. The PE on the…

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Posted in: Secular Bull Market, Technical Analysis

Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought

September 13, 2025 Brian Gilmartin Leave a comment

While Treasury yields have rallied sharply over the last three weeks (since the end of August) it looks like the…

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Posted in: 10-year Treasury yield, FOMC meeting, stock market sentiment

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Fundamentalis

  • Nike Earnings Preview: In a Sea of Negatives, One Positive is the Easy Compares the Next 4 – 5 Quarters
  • SP 500 Earnings: What’s Expected for Q3 ’25 ? A Brief History on Tech Sector EPS Growth
  • 15-year Bull Markets: Signs Of a Potential Major Top (or Not) And Knowing What Hasn’t Worked
  • SP 500 Earnings: Scary Charts – Don’t Forget to Pay Attention to Asset Classes that Haven’t Worked in the Last 15 Years
  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought

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