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Author: Brian Gilmartin

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

Style-Box Update: Growth Comes Roaring Back

May 16, 2025 Brian Gilmartin Leave a comment

The above spreadsheet is an easy way for me to stay updated on the various style box returns based on…

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Posted in: Style analysis

Schwab Trades Above Resistance: Next Stop is Late ’21 All-Time-Highs

May 15, 2025 Brian Gilmartin Leave a comment

Charles Schwab (SCHW) has been bumping it’s head on the January ’23 high of $86 and change which this blog’s…

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Posted in: SCHW

Cisco Earnings Preview: The Networking Giant has Averaged 3% Revenue Growth pear Year since 2010

May 13, 2025 Brian Gilmartin Leave a comment

Cisco (CSCO) reports their fiscal Q3 ’25 after the closing bell on Wednesday, May 14th, 2025, with sell-side consensus expecting…

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Posted in: CSCO

Inflation Expectations vs. 10-year Treasury Yield – the (2nd) Great Conundrum

May 7, 2025 Brian Gilmartin 2 Comments

The first Great Conundrum was in the early 2000’s after the 2001 – 2002 50% bear market in the SP…

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Posted in: 10-year Treasury yield, Great Rcecession (2008), inflation expectations

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Fundamentalis

  • Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock
  • 10-Year Treasury Yield Chart and What 2027 Energy Sector Estimates are Saying
  • Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve
  • SP 500 EPS / Revenue Growth, and Amazon Earnings
  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th

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