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Author: Brian Gilmartin

Bond Market and International Annual Returns

September 3, 2023 Brian Gilmartin Leave a comment

Click on the above spreadsheet table and readers will get an enlarged look at various bond market asset class “annual”…

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Posted in: annual return, Bond Market(s), International (Non-US), Oakmark International

SP 500 Earnings: SP 500 Forward Estimates Still Improving, as Higher Rates Stifle Multiple Expansion

September 2, 2023 Brian Gilmartin Leave a comment

Briefing.com’s economic release calendar for the coming week is quieter than last week’s calendar. The Services PMI still matters given…

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Posted in: 1994, HYG, PE expansion / contraction, WMT

SP 500 Earnings: Forward Estimates Still Rising / August Jobs Report This Week

August 26, 2023 Brian Gilmartin Leave a comment

This economic data template published by Briefing.com is a useful tool for preparing for the coming economic data each week.…

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Posted in: Monthly payroll report, SP 500 EPS "rate-of-change", SP 500 forward estimate rate of change

Inflation Still Better than Deflation / Jackson Hole in 2023

August 24, 2023 Brian Gilmartin Leave a comment

With Jay Powell set to release annual statement around the 2023 Jackson Hole Economic Symposium on Friday morning, August 25th,…

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Posted in: 10-year Treasury yield, Ben Bernanke, Bond Market(s), Federal Reserve

Walmart Post-Earnings: Revenue Revisions Remain Positive, Margins Better Too

August 19, 2023 Brian Gilmartin Leave a comment

Rather than write Walmart’s Q2 ’24 (fiscal year) results over on www.seekingalpha.com, since the earnings preview was written on this…

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Posted in: WMT

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Fundamentalis

  • SP 500 Earnings Update: SP 500 Earnings Yield Jumps Back Over 5%
  • Nike Earnings Preview: Nike Really Needs to Return to Mid-Single-Digit Revenue Growth
  • SP 500 Earnings Update: SP 500 Forward EPS Estimates Still Seeing Higher Revisions
  • SP 500 Was Due for a Tougher Year in ’26
  • Peak Crude Oil ? Quick Look at SP 500 EPS Data

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