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Author: Brian Gilmartin

Walmart Earnings Preview: America’s Inflation Fighter and AI Beneficiary

May 14, 2024 Brian Gilmartin Leave a comment

Walmart (WMT) is expected to report their fiscal Q1 ’25 financial results before the opening bell on Thursday, May 16th,…

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Posted in: Amazon, WMT

Cisco Earnings Preview: Can Splunk Drive Growth Again at the Networking Giant

May 13, 2024 Brian Gilmartin Leave a comment

This will be a shorter earnings preview sine the stock is a very small position within client accounts, but Cisco…

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Posted in: CSCO

More on Bonds: Inflation Expectations data, Crude Oil, High Yield Credit, and Duration Risk

May 11, 2024 Brian Gilmartin Leave a comment

The above is Briefing.com’s weekly economic data table. April ’24 PPI and April ’24 CPI are due out Tuesday, May…

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Posted in: 10-year Treasury yield, Corporate High Yield, Corporate HighGrade Bonds, CPI / PPI

SP 500 Earnings: Which Sectors Have Shown Improved Growth Rates for 2024 ?

May 10, 2024 Brian Gilmartin Leave a comment

A lot of the social media and CNBC crowd like to work with quarterly earnings, which is fine, but I’ve…

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Posted in: Home Depot (HD), WMT

Updating SP 500 Annual Returns / Nasdaq Composite Still Testing the November ’21 All-Time-High

May 6, 2024 Brian Gilmartin Leave a comment

It gets almost no press, but with a lot of the mega-cap tech, consumer discretionary and communication services stocks still…

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Posted in: annual return

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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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