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Author: Brian Gilmartin

Financials, Tesla and FedEx

December 20, 2020 Brian Gilmartin Leave a comment

With the news Friday night about the Fed allowing share repurchases by banks again, a possible fiscal stimulus agreement being…

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Posted in: FDX, Financial sector, Financials, Tesla

SP 500 Earnings: Still No Change to Positive Trend

December 18, 2020 Brian Gilmartin Leave a comment

Even looking hard at 2021 data for changes in growth rates and quarterly estimates, there is still little evidence that…

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Posted in: Financial sector, Financials, Weekly Earnings Update

SP 500 Earnings Update: Still Higher, Although Nearing the Slow Period

December 12, 2020 Brian Gilmartin Leave a comment

Fed-Ex (FDX) reports their fiscal 2nd quarter, 2021, Thursday afternoon, December 17th, 2020, after the closing bell. Since FDX is…

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Posted in: Weekly Earnings Update

Credit and Housing are Key Attributes to SP 500 Upside This Year

December 6, 2020 Brian Gilmartin Leave a comment

On March 20th, 2020, the HYG or high-yield ETF was down 18.11% YTD, after the Covid-19 issue struck and the…

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Posted in: High-Yield Credit, HYG, JNK

SP 500 Weekly Earnings: No Change to the Positive Trends (Yet)

December 5, 2020 Brian Gilmartin Leave a comment

There was no change this week to the positive SP 500 EPS trends over the last 5 – 6 months,…

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Posted in: stock market sentiment, Weekly Earnings Update

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Fundamentalis

  • It’s a New Year, and At Least So Far, a New Stock Market
  • SP 500 Earnings: Tech Sector Revisions Still Robustly Positive
  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25

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