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Author: Brian Gilmartin

Walmart Post-Earnings: Revenue Revisions Remain Positive, Margins Better Too

August 19, 2023 Brian Gilmartin Leave a comment

Rather than write Walmart’s Q2 ’24 (fiscal year) results over on www.seekingalpha.com, since the earnings preview was written on this…

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Posted in: WMT

SP 500 Earnings: Still Moving Higher / Quick Look at Apple Revenue / All About Interest Rates

Brian Gilmartin Leave a comment

Just updated the spreadsheet for Apple this week, with latest EPS and revenue estimates. Like much of the large-cap tech…

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Posted in: 10-year Treasury yield, Apple (AAPL), Bespoke, Weekly Earnings Update

Walmart Earnings Preview: Fighting Back After 20 Years of Margin Erosion

August 15, 2023 Brian Gilmartin Leave a comment

Walmart (WMT) reports their fiscal Q2 ’24 financial results on Thursday morning, August 17th, 2023, before the opening bell. Current…

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Posted in: WMT

SP 500 Earnings: 12-week Rate-of-Change Improves

August 14, 2023 Brian Gilmartin Leave a comment

The October ’22 highs for the 10-year Treasury yield were 4.22% – 4.25% those are closing highs. There is a…

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Posted in: Uncategorized

Will the US Treasury Market Have a Decade Like Stocks Did from 2000 to 2009 ? (Inflation data this week)

August 6, 2023 Brian Gilmartin Leave a comment

The SP 500 fell roughly 2.25% last week – it’s first weekly decline since mid-May ’23 – per the technical…

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Posted in: 10-year Treasury yield, AGG, CPI / PPI, inflation, TLT

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Fundamentalis

  • 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
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine

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