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Author: Brian Gilmartin

SP 500 Earnings: Rotation in ’26 and Major Tech Companies Start to Report Next Week

January 23, 2026 Brian Gilmartin Leave a comment

Next week, starting January 27th, we start to hear from major tech companies: IBM (IBM – Jan 28th AMC), Microsoft…

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Posted in: Weekly Earnings Update

It’s a New Year, and At Least So Far, a New Stock Market

January 19, 2026 Brian Gilmartin 2 Comments

As an aside, the 10-year Treasury yield jumped late Friday, January 16th, and ended up closing above the 4.20% yield…

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Posted in: Technology

SP 500 Earnings: Tech Sector Revisions Still Robustly Positive

January 17, 2026 Brian Gilmartin Leave a comment

With the markets closed Monday, January 19th, it will provide an extra day to prepare for the onslaught of Q4…

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Posted in: Technology, Weekly Earnings Update

SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough

January 10, 2026 Brian Gilmartin Leave a comment

This blog post will focus on JPMorgan (JPM) and Citigroup (C) with other earnings previews to follow. Depending upon which…

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Posted in: C, Financial sector, Financials, JPM

Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022

January 6, 2026 Brian Gilmartin Leave a comment

(Click on spreadsheet to enlarge) Readers know that every 6 weeks, the “style-box” update is posted to this blog. What’s…

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Posted in: Style analysis

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Fundamentalis

  • SP 500 Earnings: Jump in SP 500 EPS This Week. Japan Election This Weekend
  • Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares in December ’25 / March ’26 Quarter’s
  • SP 500 Earnings: 7,000 Tough Resistance for SP 500
  • IBM Earnings Preview: IBM’s Operating Margin is Slowly Expanding
  • Boeing Earnings Preview: Expectations Remain Too Subdued for the Aerospace Giant

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