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Author: Brian Gilmartin

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

August 19, 2023 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

SP 500 Earnings: Forward Estimates Have Definitely Firmed

August 5, 2023 Brian Gilmartin Leave a comment

Last week’s blog post could have been cut-and-pasted again, and left as this week’s blog post, but it’s best to…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

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