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Author: Brian Gilmartin

SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions

May 24, 2025 Brian Gilmartin Leave a comment

Source: LSEG Jamie Dimon was out this week with one of cassandric economic forecasts, and this time it had to…

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Posted in: Apple (AAPL), United Health (UNH)

Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements

May 21, 2025 Brian Gilmartin Leave a comment

Walmart reported their fiscal Q1 ’26 earnings results last Thursday morning, May 15th, 2025 and while actual EPS beat consensus…

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Posted in: WMT

Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

May 19, 2025 Brian Gilmartin Leave a comment

Cisco (CSCO), the former networking giant that is still trying to reshape and reinvent itself, 25 years after the large-cap…

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Posted in: CSCO

Bond Market Update: Moody’s Tells Investors: “It’s All About the Deficit”

May 18, 2025 Brian Gilmartin 2 Comments

The Moody’s downgrade – the last downgrade from the Aaa level – of U.S. Treasury debt that occurred on Friday,…

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Posted in: 10-year Treasury yield, Bond Market Liquidity, Bond Market(s), Treasuries

SP 500 Earnings: Watching the Q2 ’25 EPS Revisions; Harsh Cuts Already

May 17, 2025 Brian Gilmartin 2 Comments

Watching the annual EPS estimate revisions for the SP 500, the expected, full-year, EPS growth for 2025, is now looking…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either

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