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Author: Brian Gilmartin

SP 500 Earnings: 2025 SP 500 EPS Estimates Continue to be Revised Lower

February 14, 2025 Brian Gilmartin Leave a comment

There is a lot of focus on the 10-year Treasury yield thanks to comments from President Trump and Treasury Secretary…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

Cisco Earnings Preview: Old Tech Tends to be Slow (Growth) Tech. May Not be a Bad Thing.

February 11, 2025 Brian Gilmartin Leave a comment

Cisco Systems reports their fiscal Q2 ’25 results after the closing bell on Wednesday, February 12th, 2025. Analyst consensus is…

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Posted in: CSCO

Coca-Cola: Never Thought the Quality of Coke’s Earnings was All That Good

February 10, 2025 Brian Gilmartin Leave a comment

By the time most readers see this, Coca-Cola, the beverage giant that still remains a large holding at Warren Buffett’s…

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Posted in: Coca-Cola (KO), Quality of Earnings, WMT

What’s Changed in the Stock Market in 2025 ?

February 9, 2025 Brian Gilmartin Leave a comment

Being 5 weeks into calendar 2025, what’s changed in the US and other stock markets this year: Top 10 SP…

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Posted in: SP 500 Equal-Wt (RSP), Top 10 Market Cap Weights

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

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Fundamentalis

  • SP 500 Was Due for a Tougher Year in ’26
  • Peak Crude Oil ? Quick Look at SP 500 EPS Data
  • Coca-Cola: Earnings Quality Still Not Great
  • Market’s Rotation A Lot Like March, 2000, with One Major Difference
  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty

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