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Category: Apple (AAPL)

15-year Bull Markets: Signs Of a Potential Major Top (or Not) And Knowing What Hasn’t Worked

September 21, 2025 Brian Gilmartin Leave a comment

It’s difficult writing market articles of a longer-term perspective, since readers can interpret the content many different ways. Yesterday, this…

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Posted in: Apple (AAPL), CSCO, GE, Secular Bull Market

SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated

July 6, 2025 Brian Gilmartin Leave a comment

Here’s the updated spreadsheet with LSEG data showing the progression of earnings and revenue growth for expected Q2 and Q3…

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Posted in: Alphabet, Apple (AAPL), Weekly Earnings Update

SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions

May 24, 2025 Brian Gilmartin Leave a comment

Source: LSEG Jamie Dimon was out this week with one of cassandric economic forecasts, and this time it had to…

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Posted in: Apple (AAPL), United Health (UNH)

Amazon / Apple Earnings Previews: Amazon is a Little More Favored Here than Apple

October 30, 2024 Brian Gilmartin Leave a comment

When Amazon reports after their Q3 ’24 quarter after the closing bell on Thursday night, October 31, analyst consensus is…

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Posted in: Amazon, Apple (AAPL), WMT

Will AI’s Capex Strain Lower Tech Stock Valuations, and Apple’s Buyback Might Be Misunderstood

May 5, 2024 Brian Gilmartin Leave a comment

Capex: FASB – the Financial Accounting Standards Board – defines “capex” as “the investment required to sustain the economics of…

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Posted in: Apple (AAPL), Capex

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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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