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Author: Brian Gilmartin

Big Week for Tech – Part II

April 24, 2022 Brian Gilmartin Leave a comment

Leaving off last night with Part I on this coming week’s technology sector earnings, let’s finish up with two tech…

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Posted in: Amazon, Apple (AAPL)

SP 500 Earnings Update: Big Week for Tech Next Week (Part 1); Q1 ’22 Earnings Look Fine (so far)

April 23, 2022 Brian Gilmartin Leave a comment

  This graph is from the first page of Refinitiv’s “This Week in Earnings” and it gives a different look…

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Posted in: 10-year Treasury yield, Facebook (FB), GOOG, GOOGL, MSFT, Weekly Earnings Update

Where Might Interest Rates Peak ? A Monthly Chart of the 10-year Treasury Yield

April 21, 2022 Brian Gilmartin Leave a comment

Click to expand the above chart, which is the CBOE’s 10-year Treasury Yield contract or TNX. Picking interest rate bottoms…

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Posted in: 10-year Treasury yield

SP 500 Earnings Update: SP 500 Earnings Should be OK, Watching Crude Oil, Top 10 Holdings as of 3/31

April 16, 2022 Brian Gilmartin Leave a comment

YTD the SPY isĀ  down 7.54%, while the Barclay’s Aggregate is -8.46%, per Morningstar data. Given Ukraine, inflation, sharply higher…

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Posted in: Crude oil / Energy, SP 500 estimate revision data, Weekly Earnings Update

SP 500 Earnings Update: Nice Bump in Forward Estimate / JP Morgan, Goldman Sachs Preview

April 10, 2022 Brian Gilmartin Leave a comment

As was suggested in last weeks SP 500 earnings update, the bump in the forward estimate would come in between…

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Posted in: 10-year Treasury yield, Financial sector, Financials, GS, JPM

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Fundamentalis

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