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How has Expected Q2 ’24 Earnings and Revenue Growth Changed in the Last 8 Weeks

June 17, 2024 Brian Gilmartin Leave a comment

It’s no surprise but for Q1 ’24 earnings growth 10 of the 11 sectors of the SP 500 saw actual…

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Posted in: Q2 '24 SP 500 EPS and revenue growth expectations

Oracle Earnings Summary: Missed Estimates, but RPO and Demand Looks Robust

June 16, 2024 Brian Gilmartin Leave a comment

Oracle reported their fiscal Q4 ’24 financial results after the bell last Tuesday, June 11th, 2024, and while the numbers…

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Posted in: ORCL

SP 500 (and Russell 2000) Earnings Look: It’s a Quieter Period Between Now and Quarter End

June 15, 2024 Brian Gilmartin Leave a comment

To give a little voice to the Russell 2000’s earnings, this blog is going to start including some short commentary…

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Posted in: Russell 2000, Weekly Earnings Update

CPI Services +5% year-over-year / Real or inflated ?

June 13, 2024 Brian Gilmartin Leave a comment

In Wednesday morning’s, June 12th, 2024 CPI report it looked great across the board, until you came across the CPI…

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Posted in: CPI / PPI, CPI Services ex-Shelter

Oracle Earnings Preview: Watch Oracle’s Operating Margin for “Peak Oracle”

June 10, 2024 Brian Gilmartin Leave a comment

Oracle (ORCL) the former enterprise software database giant that has had to transition to the cloud in the last 10…

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Posted in: ORCL

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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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