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Author: Brian Gilmartin

No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)

June 25, 2025 Brian Gilmartin Leave a comment

While Fed Chairman Jerome Powell adhered to the Fed’s stated policy of “slower economic growth with expected higher inflation” yesterday…

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Posted in: 10-year Treasury yield, Federal Reserve, inflation, inflation expectations, interest rates

Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps

June 22, 2025 Brian Gilmartin Leave a comment

Nike (NKE), the athletic apparel and footwear giant is expected to report their May, ’25, (fiscal Q4 ’25) earnings on…

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Posted in: NKE

SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

June 21, 2025 Brian Gilmartin Leave a comment

This coming week investors hear from FedEx (FDX), Micron Technology (MU) and then Nike (NKE) on Thursday night, June 26th,…

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Posted in: FDX, mu, NKE

FedEx Earnings Preview: Valuation Getting Compelling, but Negative Revisions Continue

June 20, 2025 Brian Gilmartin Leave a comment

FedEx (FDX), the freight and transport giant, reports their fiscal Q4 ’25 after the closing bell, next Tuesday, June 24th.…

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Posted in: FedEx (FDX)

When the Iconic CEO Moves On, Evaluate Your Investment

June 10, 2025 Brian Gilmartin Leave a comment

Sitting with a friend from school many years talking about what happened to the SP 500 in the bear market…

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Posted in: Berkshire Hathaway, FDX, GE, IBM, INTC, JPM

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Fundamentalis

  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance
  • FedEx Earnings Preview: Valuation Getting Compelling, but Negative Revisions Continue
  • When the Iconic CEO Moves On, Evaluate Your Investment

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