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Insightful market commentary from a fresh perspective.
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SP 500 Earnings: The Relentless – but Still Measured – Rally in the SP 500

October 4, 2025 Brian Gilmartin Leave a comment

The quarterly bump hit the earnings data this week, as the new forward 4-quarter estimate for the SP 500 rolled…

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Posted in: Coca-Cola (KO), Weekly Earnings Update

Nike Earnings Preview: In a Sea of Negatives, One Positive is the Easy Compares the Next 4 – 5 Quarters

September 29, 2025 Brian Gilmartin Leave a comment

Nike (NKE) the athletic and footwear giant that remains one of the great global brands, reports their fiscal Q1 ’26…

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Posted in: NKE

SP 500 Earnings: What’s Expected for Q3 ’25 ? A Brief History on Tech Sector EPS Growth

September 28, 2025 Brian Gilmartin 2 Comments

Actual technology sector earnings were pretty strong for Q2 ’25: on July 3rd, ’25, the expected EPS growth for the…

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Posted in: Technology, Weekly Earnings Update

15-year Bull Markets: Signs Of a Potential Major Top (or Not) And Knowing What Hasn’t Worked

September 21, 2025 Brian Gilmartin Leave a comment

It’s difficult writing market articles of a longer-term perspective, since readers can interpret the content many different ways. Yesterday, this…

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Posted in: Apple (AAPL), CSCO, GE, Secular Bull Market

SP 500 Earnings: Scary Charts – Don’t Forget to Pay Attention to Asset Classes that Haven’t Worked in the Last 15 Years

September 20, 2025 Brian Gilmartin 2 Comments

This week, The SP 500’s forward 4-quarter estimate (FFQE) rose to $284.21, versus last weeks $284.02. The PE on the…

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Posted in: Secular Bull Market, Technical Analysis

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Fundamentalis

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  • Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve
  • SP 500 EPS / Revenue Growth, and Amazon Earnings

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