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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 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
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again

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