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Author: Brian Gilmartin

Amazon Earnings Preview: Amazon Putting Covid Capex Explosion in Rear View Mirror

January 31, 2024 Brian Gilmartin Leave a comment

Amazon (AMZN) reports after the closing bell on Thursday, February 1, 2024. Analyst consensus is expecting $0.80 in EPS on…

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Posted in: Amazon

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

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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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