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Author: Brian Gilmartin

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

Will AI’s Capex Strain Lower Tech Stock Valuations, and Apple’s Buyback Might Be Misunderstood

May 5, 2024 Brian Gilmartin Leave a comment

Capex: FASB – the Financial Accounting Standards Board – defines “capex” as “the investment required to sustain the economics of…

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Posted in: Apple (AAPL), Capex

SP 500 Earnings: Strong, and “Upside Surprise” Higher than Last Few Quarters

May 3, 2024 Brian Gilmartin Leave a comment

With tech earnings out of the way, SP 500 earnings continue to be healthy, robust in fact, although that’s been…

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Posted in: 10-year Treasury yield, High-Yield Credit, Weekly Earnings Update

Annual Treasury Returns are Horrid / Corporate Credit Not So Bad

May 2, 2024 Brian Gilmartin Leave a comment

The one return stat that jumped out at me, was the +0.12% 10-year annual return for the TLT. That’s pretty…

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Posted in: Bond Funds, Bond Market(s), Bond Market(s) annual return

Coca-Cola Earnings Preview: Coke Reports Tuesday Morning Before the Open

April 29, 2024 Brian Gilmartin Leave a comment

As a consumer staple, there is really not much to talk about with Coca-Cola (KO) as the total return since…

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Posted in: Coca-Cola (KO)

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Fundamentalis

  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends

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