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Author: Brian Gilmartin

What the Markets are Telling Us about the President Election

October 22, 2020 Brian Gilmartin Leave a comment

First, the bounce in the marijuana stocks are probably telling us that Joe Biden has taken the presumed lead of…

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Posted in: Uncategorized

Forward SP 500 Earnings Still Moving the Right Direction

October 16, 2020 Brian Gilmartin Leave a comment

The thought is to start this weekend’s SP 500 earnings update with the y/y growth rates for Q3 ’20 through…

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Posted in: Uncategorized

Bank / Financial Earnings Releases Start This Week. All Eyes on Consumer Credit

October 10, 2020 Brian Gilmartin Leave a comment

JP Morgan reports their Q3 ’20 financial results on Tuesday morning, October 13th, 2020, followed up by Bank of America…

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Posted in: Uncategorized

Weekly SP 500 Earnings Update: Sequential Increases in the Forward Estimate Continue

October 9, 2020 Brian Gilmartin Leave a comment

The forward 4-quarter estimate for the SP 500 returned to its familiar pattern of sequentially moving higher this week, printing…

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Posted in: Uncategorized, Weekly Earnings Update

Financial Sector’s Expected 2020 and 2021 EPS and Revenue Growth

October 6, 2020 Brian Gilmartin Leave a comment

(Thanks to David Aurelio and Tajinder Dhillon of Refinitiv IBES for providing above data.) Here is what struck me about…

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Posted in: Financial sector, Financials

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Fundamentalis

  • Nike Earnings Summary: Continued Lack of Revenue Growth is Particularly Disheartening
  • Iran Changed Everything – Can International Equity Sustain the Strength Shown in 2025 ?
  • SP 500 Earnings and a StyleBox Update for March 31 ’26
  • SP 500 Earnings Update: SP 500 Earnings Yield Jumps Back Over 5%
  • Nike Earnings Preview: Nike Really Needs to Return to Mid-Single-Digit Revenue Growth

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