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Insightful market commentary from a fresh perspective.
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SP 500 Revenue Thoughts and Some Interesting Tidbits for Readers

August 3, 2018 Brian Gilmartin Leave a comment

  The weekly earnings commentary will be out tomorrow, i.e. Saturday, August 4th, 2018. However today, I thought readers would…

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Posted in: Apple (AAPL), SP 500 Revenue Growth

Updating Full-Year 2018 Revenue and EPS estimates

July 29, 2018 Brian Gilmartin Leave a comment

  This spreadsheet was posted to this blog in mid-May ’18 as well as late March and mid-February earlier this…

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Posted in: 2018

Q2 ’18 Earnings – A Couple of Flies in the Ointment

July 28, 2018 Brian Gilmartin Leave a comment

The Bespoke Report is – in my opinion – one of the best weekly summaries of market-related, and econ-related and…

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Posted in: Bespoke, Earnings, Technology, Weekly Earnings Update

First Look at Q2 ’18 Advance GDP This Week

July 22, 2018 Brian Gilmartin Leave a comment

The first look at Q2 ’18 GDP will be Friday morning, July 27th, 2018 and expectations have risen sharply throughout…

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Posted in: 10-year Treasury yield, Bond Market Liquidity, Bond Market(s)

This Market is Nothing Like the Late 1990’s (Except for One Metric)

July 20, 2018 Brian Gilmartin Leave a comment

Having lunch with a client yesterday in downtown Chicago, the discussion around the market was how today’s SP 500 action…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

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