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Month: October 2024

SP 500 Earnings: Financials Face a Tough Compare with Q3 ’23

October 4, 2024 Brian Gilmartin Leave a comment

Next week, Q3 ’24 earnings start and the majority of the interest on the part of investors will be Friday,…

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Posted in: Financial sector, Financials, Weekly Earnings Update

Nike Earnings Summary: Did the CFO “Kitchen Sink” the Quarter for Elliott Hill ?

October 3, 2024 Brian Gilmartin Leave a comment

Nike reported earnings after the closing bell on November 1 ’24, and despite the big EPS beat and better gross…

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Posted in: NKE

Equity Style Box Update: Plenty of Reasons to be Cautious or Even Bearish

Brian Gilmartin Leave a comment

This style box update (returns sourced from Morningstar) leaves someone reading it, with plenty of reasons to be cautious. The…

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Posted in: Style analysis

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Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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