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Author: Brian Gilmartin

Nike Post Earnings: EPS Estimates Didn’t Increase Much, Probably Thanks to the Higher Tariffs

October 5, 2025 Brian Gilmartin Leave a comment

Nike (NKE) reported their fiscal Q1 ’26 financial results last Tuesday night, September 30, ’25, and while the stock rose…

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Posted in: NKE

SP 500 Earnings: The Relentless – but Still Measured – Rally in the SP 500

October 4, 2025 Brian Gilmartin Leave a comment

The quarterly bump hit the earnings data this week, as the new forward 4-quarter estimate for the SP 500 rolled…

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Posted in: Coca-Cola (KO), Weekly Earnings Update

Nike Earnings Preview: In a Sea of Negatives, One Positive is the Easy Compares the Next 4 – 5 Quarters

September 29, 2025 Brian Gilmartin Leave a comment

Nike (NKE) the athletic and footwear giant that remains one of the great global brands, reports their fiscal Q1 ’26…

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Posted in: NKE

SP 500 Earnings: What’s Expected for Q3 ’25 ? A Brief History on Tech Sector EPS Growth

September 28, 2025 Brian Gilmartin 2 Comments

Actual technology sector earnings were pretty strong for Q2 ’25: on July 3rd, ’25, the expected EPS growth for the…

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Posted in: Technology, Weekly Earnings Update

15-year Bull Markets: Signs Of a Potential Major Top (or Not) And Knowing What Hasn’t Worked

September 21, 2025 Brian Gilmartin Leave a comment

It’s difficult writing market articles of a longer-term perspective, since readers can interpret the content many different ways. Yesterday, this…

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Posted in: Apple (AAPL), CSCO, GE, Secular Bull Market

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Fundamentalis

  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week

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