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Author: Brian Gilmartin

Apple’s New Product Event: When Does the Growth Stop?

September 13, 2021 Brian Gilmartin Leave a comment

On Tuesday, September 14th, 2021, Apple will feature the iPhone 13, as well as an upgrade to the Apple Watch…

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Posted in: Apple (AAPL)

SP 500 Weekly Earnings: Oracle Reports This Week, But Revisions Should Dwindle

September 12, 2021 Brian Gilmartin Leave a comment

Oracle (ORCL) is the only company that reports this week that this blog follows with any frequency. The stock is…

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Posted in: ORCL, Weekly Earnings Update

Housing vs Stocks: Stocks Win (Good article)

September 5, 2021 Brian Gilmartin Leave a comment

One of our favorite sources of capital markets research is the Bespoke work and the weekly Bespoke Report. Once again,…

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Posted in: Housing, S&P 500, SPY

SP 500 Earnings Update: Revision Activity Should Slow Until Earnings Start in Early October

September 3, 2021 Brian Gilmartin Leave a comment

The next 5 weeks will be very slow for the number of SP 500 earnings revisions, as we are now…

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Posted in: Weekly Earnings Update

Mega-cap Stopped Being Momentun Exactly One Year Ago

September 1, 2021 Brian Gilmartin Leave a comment

It was exactly one year ago today – September 1, 2020, that mega-cap tech stocks stopped being momentum stocks within…

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Posted in: momentum, Morningstar data

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  • SP 500 Earnings: Financials Start Q2 ’25 Earnings With a Bang; Expect Another Solid Quarter for SP 500 Earnings

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