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Author: Brian Gilmartin

Annual Bond Market Returns: Jay Powell Would Probably Like to Return to a Positively-Sloped Yield Curve

November 17, 2024 Brian Gilmartin Leave a comment

Here’s the annual returns for the various bond asset classes as of 10/31/24: The surprising metric as of 10/31/24, was…

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Posted in: 10-year Treasury yield, 60/40 portfolio, Bond Market(s), Bond Market(s) annual return

Walmart Earnings Preview: Pullback Would be Great, But Operating Margin is the Story

Brian Gilmartin Leave a comment

Walmart (WMT) reports their fiscal Q3 ’25 financial results before the opening bell on Tuesday, November 19th, 2024. Walmart’s fiscal…

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Posted in: WMT

SP 500 Earnings: Nvidia and Walmart This Week – Both Matter

November 16, 2024 Brian Gilmartin Leave a comment

SP 500 earnings continue to be healthy, as evidenced by the weekly trend in the quarterly EPS and revenue growth…

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Posted in: Nvidia (NVDA), Weekly Earnings Update, WMT

Cisco Earnings Preview: Is Old Tech Starting to Find a Bid ?

November 12, 2024 Brian Gilmartin Leave a comment

Cisco reports their fiscal Q1 ’25 financial results after the closing bell on Wednesday, November 13 ’24, with analyst consensus…

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Posted in: CSCO

Don’t Abandon International Equity, Despite Post-Election Rallies in US Equity and the US Dollar

November 11, 2024 Brian Gilmartin Leave a comment

The point of the title of this blog post is meant to persuade readers not to abandon international equity investing,…

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Posted in: International (Non-US), JIRE (JPM International ETF), JPM, Oakmark International

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Fundamentalis

  • SP 500 Earnings: All About Expected Q2 ’26 Results / Like Big Banks, Financials Here
  • Is Tech Sector Growth Sustainable and How are Expected Q2 ’26 SP 500 EPS Estimates Faring ?
  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story

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