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SP 500 Earnings: Quarterly Bump Next Week Leaves Forward Estimate Near $267, or a 21x PE

September 28, 2024 Brian Gilmartin Leave a comment

Here’s a quick look at how Q3 and Q4 ’24 EPS and revenue growth have trended since early in ’24.…

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Posted in: Technology, Weekly Earnings Update

FedEx Earnings Summary: Disappointing Quarter, But Staying With Stock

September 24, 2024 Brian Gilmartin Leave a comment

Last Thursday night, September 19, ’24, FedEx reported their fiscal Q1 ’25 earnings release and needless to say they missed…

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Posted in: FedEx (FDX)

SP 500 Earnings: How Have Q3 ’24 Sector Growth Rates Changed since Mid-August ’24 ?

September 23, 2024 Brian Gilmartin Leave a comment

Technology is officially “oversold” per the technical barometers that track market breadth, stochastics, etc. etc. Tech being oversold is not…

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Posted in: 2024 SP 500 EPS estimates, Technology

SP 500 Earnings: Nasdaq and Mega-Caps Still Lagging / Micron Reports This Week

September 22, 2024 Brian Gilmartin Leave a comment

The leadership group from the October ’22 lows – mainly the tech sector, and the mega-cap 10, or what are…

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Posted in: mu, Nasdaq 100, Nasdaq Composite

Indices / Mag 10 Stocks Still Below All-time-Highs

September 18, 2024 Brian Gilmartin Leave a comment

A week or two ago, a reader over on www.seekingalpha.com asked me what would turn me bearish or more negative…

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Posted in: intra-year decline chart

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Fundamentalis

  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)

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