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Category: Apple (AAPL)

SP 500 Earnings: Still a Lot of Nervousness over MegaCap Earnings and FOMC Next Week

July 22, 2022 Brian Gilmartin Leave a comment

Next week, Apple, Amazon, Meta and Alphabet report their June quarter earnings next week, and once again there is quite…

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Posted in: 10-year Treasury yield, Amazon, Apple (AAPL), Credit markets, Facebook (FB), GOOG, GOOGL, Meta, Weekly Earnings Update

Big Banks and Financials Facing Tough Compares from Q2 ’21

June 23, 2022 Brian Gilmartin Leave a comment

The compares that the large-cap banks and tech companies are still facing with Q2 ’22 financial results are still very…

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Posted in: Apple (AAPL), BAC, GS, JPM, SCHW

SP 500 Earnings: Forward Estimate Jumps / The “Inflation vs Recession Risk” Market / Top 10 Holdings

June 3, 2022 Brian Gilmartin Leave a comment

It feels like we are battling the mythical nine-headed hydra, but with three heads, one being inflation, two being recession…

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Posted in: Apple (AAPL), Top 10 Client Holdings, Weekly Earnings Update

Big Week for Tech – Part II

April 24, 2022 Brian Gilmartin Leave a comment

Leaving off last night with Part I on this coming week’s technology sector earnings, let’s finish up with two tech…

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Posted in: Amazon, Apple (AAPL)

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

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