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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

Similarities and Differences Between the Late 1990’s Stock Market(s)and Today

June 8, 2024 Brian Gilmartin Leave a comment

In an email to clients this week, the first major difference between the late 1990’s and today’s stock market (and…

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Posted in: 2000, Secular Bull Market, Similarties and Differences Between late '90's and Today

SP 500 Earnings: Forward Estimates Continue to be Revised Higher

June 7, 2024 Brian Gilmartin Leave a comment

The consistent and persistent strength in SP 500 earnings is pretty remarkable, and per last Monday, June 3rd’s detailed SP…

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Posted in: Weekly Earnings Update

SP 500 Earnings: Tech Sector Revisions Still Positive After Salesforce Last week

June 3, 2024 Brian Gilmartin Leave a comment

The brief SP 500 earnings update published Sunday afternoon, June 2nd, ’24, showed some critical data on SP 500 earnings.…

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Posted in: MSFT, SP 500 EPS "rate-of-change", SP 500 forward estimate rate of change

SP 500 Earnings: May Jobs Data Up and US Banks’ Unrealized Bond Losses

June 2, 2024 Brian Gilmartin Leave a comment

Source: Briefing.com proprietary content The first graph above shows April ’24 PCE data after Friday, May 31’s release. The 2nd…

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Posted in: Monthly payroll report, PCE / PCE Core, Weekly Earnings Update

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Fundamentalis

  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • 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

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