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Author: Brian Gilmartin

Oracle Earnings Summary: Missed Estimates, but RPO and Demand Looks Robust

June 16, 2024 Brian Gilmartin Leave a comment

Oracle reported their fiscal Q4 ’24 financial results after the bell last Tuesday, June 11th, 2024, and while the numbers…

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Posted in: ORCL

SP 500 (and Russell 2000) Earnings Look: It’s a Quieter Period Between Now and Quarter End

June 15, 2024 Brian Gilmartin Leave a comment

To give a little voice to the Russell 2000’s earnings, this blog is going to start including some short commentary…

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Posted in: Russell 2000, Weekly Earnings Update

CPI Services +5% year-over-year / Real or inflated ?

June 13, 2024 Brian Gilmartin Leave a comment

In Wednesday morning’s, June 12th, 2024 CPI report it looked great across the board, until you came across the CPI…

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Posted in: CPI / PPI, CPI Services ex-Shelter

Oracle Earnings Preview: Watch Oracle’s Operating Margin for “Peak Oracle”

June 10, 2024 Brian Gilmartin Leave a comment

Oracle (ORCL) the former enterprise software database giant that has had to transition to the cloud in the last 10…

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Posted in: ORCL

Similarities and Differences Between the Late 1990’s Stock Market(s)and Today

June 8, 2024 Brian Gilmartin Leave a comment

In an email to clients this week, the first major difference between the late 1990’s and today’s stock market (and…

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Posted in: 2000, Secular Bull Market, Similarties and Differences Between late '90's and Today

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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