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Author: Brian Gilmartin

SP 500 Earnings: Still Seeing Upward Revisions for SP 500 Estimates

March 8, 2024 Brian Gilmartin Leave a comment

Oracle (ORCL), Lennar (LEN) and Adobe (ADBE) are the only names that will be of interest next week, in terms…

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Posted in: Weekly Earnings Update

Walmart Trades to New All-Time-High Before Amazon

February 29, 2024 Brian Gilmartin Leave a comment

Very few have noticed that Walmart (WMT) has traded to an all-time-high before the e-commerce juggernaut Amazon (AMZN) has done…

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Posted in: Amazon, WMT

January ’24 PCE Data Due Thursday / Two Interesting Charts on China and High-Yield

February 25, 2024 Brian Gilmartin Leave a comment

This comprehensive economic calendar from Briefing.com shows the expected economic data releases for the coming week. Given the jump in…

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Posted in: Corporate High Yield, CPI / PPI, FXI, High-Yield Credit, HYG, PCE data

SP 500 Earnings: Still Solid, After Nvidia and Walmart, and a Look At Apple

February 23, 2024 Brian Gilmartin Leave a comment

We are looking at the last 5 weeks of the 4th quarter earnings for the SP 500, and with the…

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Posted in: Apple (AAPL), WMT

International, Annual, Returns and Top 10 Holdings

February 19, 2024 Brian Gilmartin Leave a comment

Unfortunately, as a firm of one, I don’t have an editorial or graphic arts department, which would improve – considerably…

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Posted in: International (Non-US), Top 10 Client Holdings, US Dollar

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