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Insightful market commentary from a fresh perspective.
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Tech Sector Revenue Growth has Been Accelerating Since Late ’22

August 6, 2025 Brian Gilmartin Leave a comment

Looking at the data in this weekend’s post on Q2 ’25 and Q3 ’25 SP 500 earnings, something caught my…

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Posted in: Technology

SP 500 Earnings Update: Q2 ’25 Results Still Robust, Q3 ’25 Revisions Remain Positive

August 3, 2025 Brian Gilmartin Leave a comment

Continuing with a table shown to readers over the last few weeks and months, here’s the SP 500 quarterly, “expected”…

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Posted in: Weekly Earnings Update

Secular Bull Markets: The Shot-Clock is Ticking

August 2, 2025 Brian Gilmartin Leave a comment

In the summer meetings with clients, where performance is reviewed and an advisor gets some good one-on-one time with clients,…

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Posted in: Secular Bull Market

Boeing Earnings Preview: Administration Support Could be Important Tailwind, As BA Digs Out of Deep Hole

July 27, 2025 Brian Gilmartin Leave a comment

While 4 “Mag 7” names report this week, Tuesday morning, July 29th’s release of Boeing’s (BA) 2nd quarter, 2025 financial…

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Posted in: BA

Netflix Earnings Summary: The Business Model is Fine, It’s PE Compression That is the Risk

July 26, 2025 Brian Gilmartin Leave a comment

Apologies for the delay in getting thoughts on Netflix’s (NFLX) calendar Q2 ’25 published for readers. The streaming giant, which…

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Posted in: Netflix

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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