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Author: Brian Gilmartin

Corporate Credit Spreads and Some Other Geeky Data Points: 

September 20, 2020 Brian Gilmartin Leave a comment

(Work is being done to update this blog so if it looks unusual or if there are problems publishing or…

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Posted in: Corporate High Yield, Credit markets, EPS estimate revisions, Nasdaq 100

SP 500 Forward EPS Estimates Still Increasing

September 18, 2020 Brian Gilmartin Leave a comment

SP 500 earnings data (courtesy of IBES data by Refinitiv) continues to show positive sequential increases in weekly SP 500…

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Posted in: Weekly Earnings Update

The Endless “Bull vs Bear” and “Value vs Growth” Debate

September 13, 2020 Brian Gilmartin Leave a comment

Per our technical software, the SP 500 has declined a little over 6% the last two weeks, while the QQQ…

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Posted in: BlackRock, Earnings, Growth v Value, Market breadth, Market-Cap weights

SP 500 Earnings Update: Expected Q3, Q4 ’20 Revenue Growth Continues to Improve

September 11, 2020 Brian Gilmartin Leave a comment

Each week, when the core IBES data by Refinitiv is dropped into the spreadsheets, I try and think about which…

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Posted in: Weekly Earnings Update

Oracle – Old Tech and Value Tech and Chronic Underperformer – Reports Fiscal Q1 ’21 Earnings Tonight

September 10, 2020 Brian Gilmartin Leave a comment

Oracle Corp. (ORCL) the database software giant which has struggled to survive in the new cloud-driven world, reports their fiscal…

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Posted in: ORCL

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Fundamentalis

  • Tech Sector Revenue Growth has Been Accelerating Since Late ’22
  • SP 500 Earnings Update: Q2 ’25 Results Still Robust, Q3 ’25 Revisions Remain Positive
  • Secular Bull Markets: The Shot-Clock is Ticking
  • Boeing Earnings Preview: Administration Support Could be Important Tailwind, As BA Digs Out of Deep Hole
  • Netflix Earnings Summary: The Business Model is Fine, It’s PE Compression That is the Risk

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