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Author: Brian Gilmartin

Basically, the SP 500 is Flat Over the Last 24 Months

January 7, 2024 Brian Gilmartin Leave a comment

The first week of 2024, the SP 500 has backed away from it’s all time (trading) high of 4,818, from…

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Posted in: annual return, JPM

JP Morgan Earnings Preview: Stock Nears Oct ’21 All-Time-High

January 6, 2024 Brian Gilmartin Leave a comment

The big banks don’t report until Friday, January 12th, 2024, but it might help to throw JPM’s earnings preview out…

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Posted in: JPM

SP 500 Earnings: Jump in Forward Estimate Worth Noting

January 5, 2024 Brian Gilmartin Leave a comment

For the 2nd week in a row, there was no data forthcoming from IBES and Refinitiv, which is actually understandable,…

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Posted in: Health Care sector, High-Yield Credit, Weekly Earnings Update

Walgreens Earnings Preview: The New Ceo Has His Hands Full

January 3, 2024 Brian Gilmartin Leave a comment

Walgreens (WBA) formerly the premier retail drug-store operator from the last 20 years of the 20th Century (i.e. 1980’s and…

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Posted in: WBA

SP 500 Earnings: 2024: Will Actual Q4 ’23 SP 500 EPS Match 2023’s “Upside Surprises” ?

January 1, 2024 Brian Gilmartin Leave a comment

The IBES data by Refinitiv data, meaning the “This Week in Earnings” or the “Earnings Scorecard” reports were never sent…

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Posted in: SP 500 Earnings Yield, SP 500's "upside surprise", Weekly Earnings Update

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Fundamentalis

  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown
  • 10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report
  • Key Economic Data This Week and the Treasury 10-Year Yield Bias Still Higher
  • Nike Earnings Preview: The Only Bullish Aspect to Nike’s Stock is the Extreme Bearishness

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