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International Annual Returns / Breakout in EMXC

October 16, 2025 Brian Gilmartin Leave a comment

International funds and ETF’s have outperformed the SP 500 this year, primarily due to the weaker dollar. This was the…

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Posted in: Emerging Markets, EMXC, International (Non-US), Japan and Nikkei

SP 500 Earnings: Crude Oil, First Brands, and Financials Set the Tone This Week

October 12, 2025 Brian Gilmartin Leave a comment

According to LSEG, there will be 35 SP 500 companies reporting this week, a lot of them from the financial…

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Posted in: Crude oil / Energy, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

Goldman Sachs and Morgan Stanley Earnings Preview: Investment Banking Revenues Will Drive Quarterly Results

October 11, 2025 Brian Gilmartin Leave a comment

As talked about last week in the JPMorgan (JPM) and Citigroup (C) earnings preview, the tailwinds surrounding the financial system…

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Posted in: GS, MS

At Least 30 Financials Report Next Week – Credit Not Likely an Issue (Yet) – A Look at Two Big Banks

October 8, 2025 Brian Gilmartin Leave a comment

Next week, beginning October 13th, at least 30 financial services companies are scheduled to report their Q3 ’25 earnings and…

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Posted in: C, JPM

Nike Post Earnings: EPS Estimates Didn’t Increase Much, Probably Thanks to the Higher Tariffs

October 5, 2025 Brian Gilmartin Leave a comment

Nike (NKE) reported their fiscal Q1 ’26 financial results last Tuesday night, September 30, ’25, and while the stock rose…

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Posted in: NKE

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Fundamentalis

  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • 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

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