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Author: Brian Gilmartin

Pfizer and Merck’s Earnings Previews: Uncorrelated to Big Tech, and Growth Styles

July 28, 2024 Brian Gilmartin Leave a comment

Both Merck and Pfizer are expected to report their Q2 ’24 financial results on Tuesday morning, July 30 ’24, before…

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Posted in: MRK, PFE

The Coming Week: FOMC Statement, Lots of Labor Market Data, and More SP 500 Earnings Data

Brian Gilmartin Leave a comment

It’s a busy week for economic data, both monthly and quarterly, as well as the all-important FOMC statement on monetary…

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Posted in: CME fed funds futures, Federal Reserve, Monthly payroll report

SP 500 Earnings: Capex is not Earnings / Tech Revisions Still Positive

July 26, 2024 Brian Gilmartin Leave a comment

Occasionally this blog posts this – what is essentially a net income chart from LSEG I/B/E/S – for the SP…

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Posted in: Capex, GOOG, GOOGL, MSFT, Technology

Tech Sector’s Historical EPS and Revenue Growth Heading into Q2 ’24 Earnings

July 22, 2024 Brian Gilmartin Leave a comment

Looking at the above table, the tech sector is expected – as of last Friday, July 19 ’24 – to…

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Posted in: GOOGL, Technology

Netflix Earnings Summary: Will Netflix Ever Lose the Narrow / No Moat Status ?

July 21, 2024 Brian Gilmartin Leave a comment

Netflix reported a revenue, operating income and EPS beat last Thursday night, July 18th ’24, while guidance looked to be…

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Posted in: Netflix

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Fundamentalis

  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown
  • 10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report
  • Key Economic Data This Week and the Treasury 10-Year Yield Bias Still Higher
  • Nike Earnings Preview: The Only Bullish Aspect to Nike’s Stock is the Extreme Bearishness

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