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Month: April 2026

SP 500 Earnings: Financial Sector Looking at “Average” Quarter; A Quick Look at Goldman’s Numbers

April 11, 2026 Brian Gilmartin Leave a comment

The forward 4-quarter estimate (FFQE) increased this week to $339.22, versus last week’s $338.29. The PE ratio on the new…

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Posted in: Financial sector, Financials, GS, Weekly Earnings Update

Nike Earnings Summary: Continued Lack of Revenue Growth is Particularly Disheartening

April 7, 2026 Brian Gilmartin Leave a comment

When Nike reported their fiscal Q3 ’26 last Tuesday night, March 31 ’26, there was very little to cheer about,…

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Posted in: NKE

Iran Changed Everything – Can International Equity Sustain the Strength Shown in 2025 ?

April 5, 2026 Brian Gilmartin Leave a comment

Congratulations to the US military for the successful rescue of the 2nd airman this weekend in Iraq. That had to…

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Posted in: International (Non-US), International Equity (JFEAX)

SP 500 Earnings and a StyleBox Update for March 31 ’26

April 4, 2026 Brian Gilmartin Leave a comment

The forward 4-quarter estimate (FFQE) for the SP 500 increased to $338.29 from last week’s $322.20. That a $16 and…

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Posted in: Style analysis, Weekly Earnings Update

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Fundamentalis

  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing
  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.
  • JPMorgan, Citigroup Earnings Previews: Citi is The More Defensive Stock if Iran and Other Issues Linger in 2026

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