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Category: mu

FOMC Release & Micron Earnings Preview: Macro and Micro

December 18, 2024 Brian Gilmartin Leave a comment

The last FOMC announcement of 2024 is coming in a few hours. Here’s what the current fed funds futures market…

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Posted in: 10-year Treasury yield, CME fed funds futures, FOMC meeting, Monetary policy, mu

SP 500 Earnings: Nasdaq and Mega-Caps Still Lagging / Micron Reports This Week

September 22, 2024 Brian Gilmartin Leave a comment

The leadership group from the October ’22 lows – mainly the tech sector, and the mega-cap 10, or what are…

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Posted in: mu, Nasdaq 100, Nasdaq Composite

SP 500 Earnings: Forward SP 500 Estimates Have Increased Sequentially 4 Weeks in a Row

September 7, 2024 Brian Gilmartin Leave a comment

First, a couple of good charts from Morningstar the last few days on market attribution, as well as a style-box…

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Posted in: mu, ORCL, Style analysis, Weekly Earnings Update

SP 500 Earnings: SP 500 Earnings Yield Supports Technically Overbought Market

June 11, 2023 Brian Gilmartin Leave a comment

Overbought market:  Technically the SP 500 is now in “extreme overbought” range per this weekend’s Bespoke chart. SP 500 Earnings…

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Posted in: CPI / PPI, mu, ORCL, SP 500 Earnings Yield, Weekly Earnings Update

SP 500 Earnings: How Long Can SP 500 Earnings Hold Up?

September 23, 2022 Brian Gilmartin Leave a comment

The SP 500 has fallen 8.5% – 9%, the last two weeks. Ugly. The 10-year Treasury yield ended August, ’22…

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Posted in: mu, NKE, Weekly Earnings Update

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Fundamentalis

  • Nike Earnings Preview: Valuation More Reasonable, but EPS / Revenue Estimate Revisions Still Moving Lower
  • SP 500 Earnings: These Expected EPS Growth Rates for Forward Quarters Seem Unsustainable
  • SP 500 Earnings: Micron Technology Reports This Week
  • SP 500 Earnings: All About Expected Q2 ’26 Results / Like Big Banks, Financials Here
  • Is Tech Sector Growth Sustainable and How are Expected Q2 ’26 SP 500 EPS Estimates Faring ?

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