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Author: Brian Gilmartin

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

SP 500 Earnings: Forward Estimates Continue to be Revised Higher

June 7, 2024 Brian Gilmartin Leave a comment

The consistent and persistent strength in SP 500 earnings is pretty remarkable, and per last Monday, June 3rd’s detailed SP…

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Posted in: Weekly Earnings Update

SP 500 Earnings: Tech Sector Revisions Still Positive After Salesforce Last week

June 3, 2024 Brian Gilmartin Leave a comment

The brief SP 500 earnings update published Sunday afternoon, June 2nd, ’24, showed some critical data on SP 500 earnings.…

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Posted in: MSFT, SP 500 EPS "rate-of-change", SP 500 forward estimate rate of change

SP 500 Earnings: May Jobs Data Up and US Banks’ Unrealized Bond Losses

June 2, 2024 Brian Gilmartin Leave a comment

Source: Briefing.com proprietary content The first graph above shows April ’24 PCE data after Friday, May 31’s release. The 2nd…

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Posted in: Monthly payroll report, PCE / PCE Core, Weekly Earnings Update

Semiconductor Chart and Nvidia’s EPS and Revenue Estimate Revisions

May 28, 2024 Brian Gilmartin Leave a comment

Chris Kimble is an excellent technician, running Kimble Charting Solutions. Note the breakout on the SMH chart above. The next…

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Posted in: Nvidia (NVDA), SMH (semiconductor ETF)

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Fundamentalis

  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?

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