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Author: Brian Gilmartin

Time Left in Secular Bull Equity Market – Part II

December 4, 2023 Brian Gilmartin Leave a comment

Last week, with Part I asking the same question about time remaining in this secular bull equity market, I tried…

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Posted in: 10-year Treasury yield, Bond Market(s), Decade from 2000 to 2009, FOMC meeting, KRE - Regional Bank ETF, SCHW

SP 500 Earnings: Nice Bump in SP 500 Forward Estimates

December 2, 2023 Brian Gilmartin Leave a comment

Readers will see a nice bump in forward estimates this week, probably at least partially due to Salesforce (CRM), Workday…

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Posted in: SP 500 EPS "rate-of-change", Weekly Earnings Update

How Much Time Might Be Left in This Secular Bull Market ?

November 26, 2023 Brian Gilmartin Leave a comment

For this post-Thanksgiving week, the important economic release is the October PCE and PCE Core data coming out Thursday morning,…

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Posted in: jobless claims, PCE / PCE Core

SP 500 Earnings: SP 500 EPS Face Easy Compare vs Q4 ’22

November 25, 2023 Brian Gilmartin Leave a comment

Reviewing Walmart results this week and looking at the spreadsheet and conference call notes, you can never ignore year-over-year (y.y)…

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Posted in: Weekly Earnings Update

Walmart Post Earnings: Facing Tough Comp’s Through Mid ’24

November 21, 2023 Brian Gilmartin Leave a comment

Needless to say, it was surprising to see Walmart’s (WMT) stock price reaction to last week’s fiscal Q3 ’24 earnings…

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Posted in: WMT

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Fundamentalis

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  • Coca-Cola: Earnings Quality Still Not Great
  • Market’s Rotation A Lot Like March, 2000, with One Major Difference
  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty
  • Style-Box Update: Value Outperforms Across All Market-Caps

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