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Author: Brian Gilmartin

SP 500 Weekly Earnings: Start Watching 2022 Estimate Revisions

July 23, 2021 Brian Gilmartin Leave a comment

Next week is a big week for mega-cap earnings reports. The “Big 5” or Apple, Microsoft, Amazon, Alphabet and Facebook…

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Posted in: Weekly Earnings Update

Looking at EPS / Revenue Revisions for Big Tech Reporting Next Week

July 22, 2021 Brian Gilmartin Leave a comment

The financial stocks that reported last week have all rebounded as the revisions remain positive for the sector in general,…

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Posted in: Amazon, Apple (AAPL), GOOG, GOOGL, MSFT

SP 500 Weekly Earnings: 2021, 2022 EPS and Revenue Revisions Still Headed Higher

July 18, 2021 Brian Gilmartin Leave a comment

My favorite table for a quick look at SP 500 EPS and revenue revisions across the next 7 quarters. The…

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Posted in: Weekly Earnings Update

Global Tax Rate Debate: How Does Mega-Cap Tech Stack Up ?

July 11, 2021 Brian Gilmartin Leave a comment

The push by the current Administration for a global minimum tax rate is gaining steam or has gained steam, so…

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Posted in: effective tax rates

Financials: A Quick Rundown of Big Names Reporting This Coming Week

July 10, 2021 Brian Gilmartin Leave a comment

A lot of big financial names report this week. Some will be covered here, in terms of pre-earnings analysis, with…

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

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Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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