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IBM Earnings Preview: Cash-Flow Multiples are Much More Reasonable

July 22, 2025 Brian Gilmartin Leave a comment

IBM (IBM) is scheduled to report their Q2 ’25 financial results after the closing bell on Wednesday, July 23rd, 2025.…

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Posted in: IBM

Schwab Expense Discipline Drove the Beat for the Quarter – Fair Value Now $135 per Share

July 21, 2025 Brian Gilmartin Leave a comment

Schwab reported their calendar Q2 ’25 financial results last Friday morning, July 18th, and it first looked like the quarter…

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Posted in: SCHW, stablecoin

International and Emerging Markets Starting to Percolate: 10 and 15 yr Annual Returns Still Modest

July 19, 2025 Brian Gilmartin Leave a comment

It’s well-documented that international equity (and even bonds for that matter) have had a good 2025 so far this year,…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, EMXC, International (Non-US), International Equity (JFEAX)

SP 500 Earnings: Financials Start Q2 ’25 Earnings With a Bang; Expect Another Solid Quarter for SP 500 Earnings

July 18, 2025 Brian Gilmartin Leave a comment

Source: LSEG data This table has been posted a few times over the last 8 weeks, showing the progression of…

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Posted in: Berkshire Hathaway, Weekly Earnings Update

Schwab Earnings Preview: Cheap on a PEG Basis, Can Schwab Break-out of this 3-year Consolidation?

July 17, 2025 Brian Gilmartin Leave a comment

Schwab (SCHW) will report their calendar Q2 ’25 financial results on Friday morning, July 18th. Analyst consensus is expecting $1.10…

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Posted in: SCHW

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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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