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SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

June 21, 2025 Brian Gilmartin Leave a comment

This coming week investors hear from FedEx (FDX), Micron Technology (MU) and then Nike (NKE) on Thursday night, June 26th,…

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Posted in: FDX, mu, NKE

FedEx Earnings Preview: Valuation Getting Compelling, but Negative Revisions Continue

June 20, 2025 Brian Gilmartin Leave a comment

FedEx (FDX), the freight and transport giant, reports their fiscal Q4 ’25 after the closing bell, next Tuesday, June 24th.…

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Posted in: FedEx (FDX)

When the Iconic CEO Moves On, Evaluate Your Investment

June 10, 2025 Brian Gilmartin Leave a comment

Sitting with a friend from school many years talking about what happened to the SP 500 in the bear market…

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Posted in: Berkshire Hathaway, FDX, GE, IBM, INTC, JPM

Emerging Markets Ex-China (EMXC) Poised to Make New All-Time-High

June 9, 2025 Brian Gilmartin Leave a comment

This weekly chart of the iShares Emerging Markets ex-China (EMXC) is poised to trade to an all-time-high if it can…

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Posted in: Emerging Markets, EMXC, JPMorgan Int'l Developed Value (JFEAX)

SP 500 Earnings: Are the Tariffs Fully Discounted and May ’25 Core CPI This Coming Week

June 7, 2025 Brian Gilmartin 2 Comments

The SP 500 closed at 6,000.36 on Friday, June 6th, 2025. It’s low on April 7th, 2025 was 4,835.04. Despite…

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Posted in: 10-year Treasury yield, CPI / PPI, inflation, inflation expectations, Weekly Earnings Update

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