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Author: Brian Gilmartin

JP Morgan / Citigroup Earnings Summaries: The Banking System is in Pretty Good Shape

April 16, 2024 Brian Gilmartin Leave a comment

JP Morgan (JPM) and Citigroup (C) both reported their calendar Q1 ’24 financial results last week, on Friday, April 12th,…

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Posted in: C, JPM

Q1 ’24 SP 500 Earnings (and JNJ): Expecting Another Normal Earnings Season

April 13, 2024 Brian Gilmartin Leave a comment

Per LSEG, only 29 companies have reported their Q1 ’24 earnings so far, and the big banks that reported on…

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Posted in: Financial sector, Health Care sector, Industrial sector, Weekly Earnings Update

JPMorgan Earnings Preview: 2024 Will Be Tough Compare Against 2023

April 10, 2024 Brian Gilmartin Leave a comment

Last night, the Citigroup (C) earnings preview was written and comparing Citi to JPMorgan (JPM) it’s interesting to see the…

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Posted in: JPM

Citigroup Earnings Preview: Cheap on Book Value Basis, but Trying to Fix EPS Growth

April 9, 2024 Brian Gilmartin Leave a comment

Citigroup (C) recently released their annual report and it was 313 pages long. This thing looks like a college textbook.…

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Posted in: C

SP 500 Earnings: New Quarter, Will the “Upside Surprise” Factor Continue in 2024 ?

April 6, 2024 Brian Gilmartin Leave a comment

The quarterly “bump” in forward 4-quarter EPS occurred this week, as the months rolled from March to April ’24. More…

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Posted in: Weekly Earnings Update

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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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