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Category: FB

Are Cracks Starting to Appear ? Midterm election years, Energy, SP 500 Earnings Yield (and more)…

October 16, 2022 Brian Gilmartin Leave a comment

Yellen on Treasury market illiquidity: It’s interesting that Janet Yellen raised the specter of buying Treasuries this past week, without…

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Posted in: 1994, 60/40 portfolio, FB, Meta, SP 500 Earnings Yield, Tesla

Tech Sector +7 to +8% the Last Two Weeks: Still Facing Tough Compares from Q1 and Q2, ’21

March 25, 2022 Brian Gilmartin Leave a comment

Technology has had a nice run from the lows in early March and then again since Monday, March 14th, 2022.…

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Posted in: Amazon, Apple (AAPL), FB, GOOGL, MSFT, Technology

Big Tech Companies Reporting This Week: The Game is Changing. Watch Merck This Week

January 30, 2022 Brian Gilmartin Leave a comment

Ed Yardeni has named the mega-cap companies that dominate the SP 500 index, the “Mega-cap 8”. This week we hear…

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Posted in: Amazon, FB, GOOGL, MRK

The “Big 5” Report This Coming Week: A Quick Look at the Numbers

October 24, 2021 Brian Gilmartin Leave a comment

Jump to the conclusion below for a quick overview and then come back and read from top to bottom. The…

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Posted in: Amazon, Apple (AAPL), Big 5, FB, GOOG, GOOGL, MSFT

SP 500 Earnings Look Great: +13.6% y/y growth – How do Forward Earnings Look ?

April 29, 2017 Brian Gilmartin Leave a comment

In two words, SP 500 forward earnings look “pretty good”. Per Thomson Reuters “This Week in Earnings” Q1 ’17 SP…

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Posted in: Apple (AAPL), Energy ETF's (XLE, Energy sector, FB, Weekly Earnings Update

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Fundamentalis

  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

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