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Secular Bull Markets: The Shot-Clock is Ticking

August 2, 2025 Brian Gilmartin Leave a comment

In the summer meetings with clients, where performance is reviewed and an advisor gets some good one-on-one time with clients,…

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Posted in: Secular Bull Market

Boeing Earnings Preview: Administration Support Could be Important Tailwind, As BA Digs Out of Deep Hole

July 27, 2025 Brian Gilmartin Leave a comment

While 4 “Mag 7” names report this week, Tuesday morning, July 29th’s release of Boeing’s (BA) 2nd quarter, 2025 financial…

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Posted in: BA

Netflix Earnings Summary: The Business Model is Fine, It’s PE Compression That is the Risk

July 26, 2025 Brian Gilmartin Leave a comment

Apologies for the delay in getting thoughts on Netflix’s (NFLX) calendar Q2 ’25 published for readers. The streaming giant, which…

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Posted in: Netflix

SP 500 Earnings: One Unusual Aspect to Q3 ’25 Earnings Estimates

July 25, 2025 Brian Gilmartin Leave a comment

Both the “upside surprise” factor for Q2 ’25 SP 500 earnings and revenue estimates are very strong. As of this…

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Posted in: Weekly Earnings Update

Alphabet Earnings Preview: Google’s Very Own Version of Creative Destruction

July 22, 2025 Brian Gilmartin Leave a comment

Alphabet (GOOGL) reports their Q2 ’25 financial results after the closing bell on Wednesday night, July 23rd, 2025, with analyst…

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Posted in: GOOG, GOOGL

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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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