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Author: Brian Gilmartin

SP 500 Earnings: Fed Will Cut Fed Funds 25 bp’s Next Thursday, November 7th

November 1, 2024 Brian Gilmartin Leave a comment

Above is the CME’s Fedwatch, cut-and-pasted this morning after the October non-farm payroll report, showing a 99.4% probability of a…

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Posted in: Communications sector, Consumer Discretionary, Financial sector, Financials, Technology, Weekly Earnings Update

Amazon / Apple Earnings Previews: Amazon is a Little More Favored Here than Apple

October 30, 2024 Brian Gilmartin Leave a comment

When Amazon reports after their Q3 ’24 quarter after the closing bell on Thursday night, October 31, analyst consensus is…

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Posted in: Amazon, Apple (AAPL), WMT

Microsoft Earnings Preview: Another Case of Low Expectations for a MegaCap Name

October 28, 2024 Brian Gilmartin Leave a comment

The software and Azure giant Microsoft is scheduled to report it’s fiscal Q1 ’25 on Wednesday night, October 30 ’24,…

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Posted in: MSFT

Alphabet Earnings Preview: Stock is Cheap on a PEG (PE-to-Expected Growth) Basis

October 27, 2024 Brian Gilmartin Leave a comment

Alphabet (GOOG/GOOGL) reports after the closing bell on Tuesday night, October 29th, 2024, and Street consensus is expecting $1.84 in…

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Posted in: Alphabet, GOOG, GOOGL

SP 500 Earnings: Big Week Ahead: Econ Data, and MegaCap Earnings Reports Will Keep Everyone Busy

October 26, 2024 Brian Gilmartin Leave a comment

Attached is Briefing.com’s listing of all the economic data scheduled for next week, starting with Tuesday morning, October 29th ’24.…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • SP 500 EPS / Revenue Growth, and Amazon Earnings
  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th
  • SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report
  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance
  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout

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