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Author: Brian Gilmartin

Boeing Earnings Preview: Watch the ’25 – ’26 Revenue Estimates after Q4 ’23 Earnings

January 30, 2024 Brian Gilmartin Leave a comment

It’s hard to think of a more out-of-favor stock coming into Q4 ’23 earnings season than Boeing (BA), with Boeing…

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Posted in: BA

January ’24 Nonfarm Payroll Report and Fed Meeting This Week

January 28, 2024 Brian Gilmartin Leave a comment

@NeilKSethi over on X is a prolific contributor of economic and market data every day. The man truly works hard…

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Posted in: stock market sentiment

Microsoft, Alphabet report after the close, Tuesday, January 30, ’24

January 27, 2024 Brian Gilmartin Leave a comment

Microsoft (MSFT) and Alphabet (GOOG / GOOGL) report after the closing bell on Tuesday, January 30 ’24. Microsoft (MSFT): Microsoft…

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Posted in: GOOG, GOOGL, MSFT

SP 500 Earnings: 5 of the Top 10 Mega-Caps Report Next Week

January 26, 2024 Brian Gilmartin Leave a comment

Earlier this week, the LSEG put up their quarterly earnings preview, and included within was the “market cap weight vs…

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Posted in: Earnings Weight vs Market Cap, Weekly Earnings Update

Old Tech Earnings Preview: IBM and Intel Report Wednesday and Thursday Night

January 24, 2024 Brian Gilmartin Leave a comment

IBM last made a new all-time-high over 10 years ago, around the $213 – $215 are in April, 2013. Intel’s…

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Posted in: IBM, INTC

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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