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Author: Brian Gilmartin

SP 500 Earnings: Quarterly SP 500 EPS Estimate Hits $100 per Share

September 18, 2026 Brian Gilmartin Leave a comment

  Estimate source: LSEG The above spreadsheet table is from an internal SP 500 EPS spreadsheet maintained since the end…

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Posted in: BAC, C, Financial sector, Financials, JPM, SMH (semiconductor ETF), Weekly Earnings Update

Fed Rate Hike Coming This Week, Deteriorating Market Breadth, and more on International

September 12, 2026 Brian Gilmartin Leave a comment

This is the CME’s fed funds futures probability bar chart for this coming FOMC announcement on Wednesday, September 16th, 2026,…

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Posted in: Emerging Markets, Federal Reserve, FOMC meeting, International (Non-US)

Oracle Reports Tonight: Chart Has Improved, but Free-Cash-Flow is Still Grim

September 10, 2026 Brian Gilmartin Leave a comment

When Oracle (ORCL) reports their fiscal Q1 ’27 tonight after the bell, the following is the sell-side consensus and the…

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Posted in: ORCL

SP 500 Earnings: Expected 2027 SP 500 EPS Growth Might Make For a Tougher Year

September 7, 2026 Brian Gilmartin Leave a comment

It’s been a few weeks since readers have been updated only because the Q2 ’26 earnings reports are mostly done,…

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Posted in: 10-year Treasury yield, CPI / PPI, Sequencing of Returns, Weekly Earnings Update

International Investing: International Outperformance vs SP 500 is Healthy, and it’s Still Early

September 4, 2026 Brian Gilmartin Leave a comment

In this very un-scientific listing of annual returns for various international mutual funds and ETF’s, take a look at those…

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Posted in: Emerging Markets, EMXC, International (Non-US), International Equity (JFEAX), Oakmark International

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Fundamentalis

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  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC

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