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Author: Brian Gilmartin

Fed Meeting, Apple Earnings and An Oversold Stock Market

October 29, 2023 Brian Gilmartin Leave a comment

The first bar chart is the fed funds probability for Wednesday’s 11/1/23 FOMC meeting and what it’s telling readers is…

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Posted in: Apple (AAPL), FOMC meeting

SP 500 Earnings Update: Earnings are in Good Shape; Earnings Yield Jumps to 5.80%

October 27, 2023 Brian Gilmartin Leave a comment

Changing up the presentation a little, here is a page from this week’s (10/27/23) Refinitiv “This Week in Earnings” report…

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Posted in: Weekly Earnings Update

Big Tech Reports This Week – Part II

October 24, 2023 Brian Gilmartin Leave a comment

The other two mega-cap tech names that report this week – META (META) and Amazon (AMZN) do so on Wednesday…

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Posted in: Amazon, Facebook (FB)

Big Tech Reports This Week: The “Magnificent 7” Holding Up SP 500 – Part I

October 22, 2023 Brian Gilmartin Leave a comment

This weekend’s Weekly Earnings update noted the SP 500 earnings yield (EY) is at a 6-month high, and that 4…

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Posted in: GOOG, GOOGL, MSFT

SP 500 Earnings: SP 500 Earnings Yield the Highest Since Mid-March ’23

October 21, 2023 Brian Gilmartin Leave a comment

Roughly 16% of the SP 500’s market cap will report this coming week, with Microsoft (MSFT) and Alphabet (GOOG/GOOGL) on…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Jump in SP 500 EPS This Week. Japan Election This Weekend
  • Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares in December ’25 / March ’26 Quarter’s
  • SP 500 Earnings: 7,000 Tough Resistance for SP 500
  • IBM Earnings Preview: IBM’s Operating Margin is Slowly Expanding
  • Boeing Earnings Preview: Expectations Remain Too Subdued for the Aerospace Giant

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