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Month: March 2026

Coca-Cola: Earnings Quality Still Not Great

March 3, 2026 Brian Gilmartin Leave a comment

It’s been a little over a year since writing about Coca-Cola’s (KO) earnings quality and since then, after the calendar…

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Posted in: Coca-Cola (KO)

Market’s Rotation A Lot Like March, 2000, with One Major Difference

March 2, 2026 Brian Gilmartin Leave a comment

Next Monday, the 9th of March, 2026, will be the 18th anniversary of this secular bull stock market, which began…

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Posted in: Similarties and Differences Between late '90's and Today

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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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