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Author: Brian Gilmartin

SP 500 Earnings: Updating Q2 ’25 EPS Trends / Q1 ’25 Earnings Look Great

April 25, 2025 Brian Gilmartin Leave a comment

The above chart shows that the “expected” SP 500 EPS growth by sector has lost about 600 bp’s or 6%…

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Posted in: Weekly Earnings Update

A Look at Annual Returns (Again)

April 24, 2025 Brian Gilmartin Leave a comment

(Click on above spreadsheet.) This chart may be puzzling to some, but shows “annual” or what is sometimes called “annualized…

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Posted in: annual return, SP 500 annual return

Tesla Earnings Preview: The Delay of the “Under $30k” Tesla Was a Big Disappointment

April 22, 2025 Brian Gilmartin Leave a comment

In market environments like today, it’s very tough to attempt to discern when a stock or security has fully discounted…

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Posted in: Tesla

SP 500 Earnings: Pay Attention to Q2 ’25 SP 500 EPS revisions

April 20, 2025 Brian Gilmartin Leave a comment

From most of the prominent Q1 ’25 earnings so far, which is just 59 companies per This Week in Earnings…

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Posted in: Weekly Earnings Update

Netflix Earnings Preview: Everyone’s Bullish, but Tough Compares in 2025

April 15, 2025 Brian Gilmartin Leave a comment

Netflix reports their first quarter, ’25 after the closing bell on Thursday, April 17th, 2025, with street consensus expecting $10.5…

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Posted in: Netflix

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Fundamentalis

  • Cisco Earnings Preview: The Networking Giant has Averaged 3% Revenue Growth pear Year since 2010
  • Inflation Expectations vs. 10-year Treasury Yield – the (2nd) Great Conundrum
  • Fixed-Income Annual Returns and Falling Crude Oil Prices
  • International Returns Starting to Shine, But Probably Not Like March, 2000 through 2007
  • Big Jump in Q1 ’25 SP 500 EPS: “Upside Surprise” for Q1 ’25 is +7%

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