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Author: Brian Gilmartin

Emerging Markets Ex-China (EMXC) Poised to Make New All-Time-High

June 9, 2025 Brian Gilmartin Leave a comment

This weekly chart of the iShares Emerging Markets ex-China (EMXC) is poised to trade to an all-time-high if it can…

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Posted in: Emerging Markets, EMXC, JPMorgan Int'l Developed Value (JFEAX)

SP 500 Earnings: Are the Tariffs Fully Discounted and May ’25 Core CPI This Coming Week

June 7, 2025 Brian Gilmartin 2 Comments

The SP 500 closed at 6,000.36 on Friday, June 6th, 2025. It’s low on April 7th, 2025 was 4,835.04. Despite…

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Posted in: 10-year Treasury yield, CPI / PPI, inflation, inflation expectations, Weekly Earnings Update

The HealthCare Sector: A Look at Sector Earnings Trends

May 31, 2025 Brian Gilmartin 2 Comments

Healthcare has been a tough sector in 2025, and really since the middle of 2024. Here’s an interesting chart from…

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Posted in: Health Care sector

Bond Market Update and April PCE Data This Coming Week

May 25, 2025 Brian Gilmartin Leave a comment

The table above is published by Briefing.com every weekend and provides good detail on the coming week’s economic data releases.…

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Posted in: 10-year Treasury yield, GDP, PCE / PCE Core

SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions

May 24, 2025 Brian Gilmartin Leave a comment

Source: LSEG Jamie Dimon was out this week with one of cassandric economic forecasts, and this time it had to…

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Posted in: Apple (AAPL), United Health (UNH)

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Fundamentalis

  • SP 500 Earnings: Check the SP 500 EPS Revisions for 2027
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  • Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)
  • Netflix Earnings Preview: Expectations Rather “Meh” Pre-Earnings – Likely a Good Thing

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