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Author: Brian Gilmartin

IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout

July 18, 2026 Brian Gilmartin Leave a comment

Since IBM broke out to an all-time-high (above the April, 2013 high of $215 – $216 per share) the stock…

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Posted in: IBM

JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated

July 12, 2026 Brian Gilmartin Leave a comment

With a number of other financials, JPMorgan (JPM) and CitiBank (C) will report their Q2 ’26 quarterly financial results on…

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Posted in: C, JPM

SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield

July 5, 2026 Brian Gilmartin Leave a comment

Getting the easy stuff out of the way, the roll from June 30th to July 1 caused the SP 500’s…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns

Brian Gilmartin Leave a comment

In the late 1990’s there was always one or two financial press commentators, and even a few investment advisors suggesting…

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Posted in: 60/40 portfolio

Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It

July 4, 2026 Brian Gilmartin Leave a comment

On Wednesday, June 24th, after the market closed, Micron Technology reported what could only be described as a blowout fiscal…

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Posted in: mu, SMH (semiconductor ETF)

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Fundamentalis

  • Oracle Reports Tonight: Chart Has Improved, but Free-Cash-Flow is Still Grim
  • SP 500 Earnings: Expected 2027 SP 500 EPS Growth Might Make For a Tougher Year
  • International Investing: International Outperformance vs SP 500 is Healthy, and it’s Still Early
  • 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

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