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Author: Brian Gilmartin

SP 500 Earnings: Q4 ’24 SP 500 Earnings Strong (except Tech); Now Seeing Negative Revisions to 2025 Estimates

February 7, 2025 Brian Gilmartin 2 Comments

Part of these negative revisions for 2025 SP 500 EPS growth estimates are undoubtedly from the cautious guidance from Microsoft…

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Posted in: 2025 SP 500 expected sectors growth rates, Weekly Earnings Update

Don’t Forget International Equity: European Equity Starts to Stir / International Annual Returns

February 2, 2025 Brian Gilmartin Leave a comment

Bespoke posted this chart on the breakout in the Stoxx 600 as well as the table of the “expected forward…

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Posted in: Europe, International (Non-US)

IBM Earnings Preview: 7% Free-Cash-Flow Yield as EPS Estimates Creep Higher

January 27, 2025 Brian Gilmartin Leave a comment

IBM is scheduled to report their Q4 ’24 quarterly earnings after the close of business on Wednesday, January 29th, 2025.…

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Posted in: IBM

SP 500 Earnings This Week: The FOMC Decision, Mega-Cap Tech Earnings, and then December PCE Friday Morning

January 25, 2025 Brian Gilmartin Leave a comment

Source: EarningsWhispers chart Tesla (TSLA), Meta (META) and Microsoft (MSFT) all report after the closing bell, Wednesday, January 29th, 2025.…

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Posted in: 10-year Treasury yield, FOMC meeting, Industrial sector, Industrials, PCE / PCE Core, PCE data, Weekly Earnings Update

Schwab Earnings Preview: As Cash Sorting Dissipates, Own the Stock

January 18, 2025 Brian Gilmartin Leave a comment

Charles Schwab (SCHW) is scheduled to report their Q4 ’24 earnings on Tuesday morning, January 21, 2025. Analyst expectations for…

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Posted in: SCHW

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Fundamentalis

  • SP 500 Earnings: Financial Sector Earnings Push Forward Estimates Higher
  • International Annual Returns / Breakout in EMXC
  • SP 500 Earnings: Crude Oil, First Brands, and Financials Set the Tone This Week
  • Goldman Sachs and Morgan Stanley Earnings Preview: Investment Banking Revenues Will Drive Quarterly Results
  • At Least 30 Financials Report Next Week – Credit Not Likely an Issue (Yet) – A Look at Two Big Banks

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