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JPMorgan and Citigroup Earnings Summaries: Like Both, But Citigroup is a Cheaper, Longer-Term Play

July 17, 2024 Brian Gilmartin Leave a comment

In the earnings preview written late last week on what was expected for the two banking giants Friday morning, July…

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Posted in: C, JPM

Netflix Earnings Preview: Still Innovating, Want to Own More, Waiting on a Pullback

Brian Gilmartin Leave a comment

Netflix (NFLX) is scheduled to report their Q2 ’24 financial results after the bell on Thursday, July 18 ’24, with…

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Posted in: Netflix

JPMorgan / Citigroup Q2 ’24 Earnings Previews: Both Should Have Decent Quarters with Different Catalysts

July 10, 2024 Brian Gilmartin Leave a comment

JPMorgan (JPM): JPM is scheduled to release their Q2 ’24 financial results before the opening bell, Friday, July 12th, 2024,…

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Posted in: C, JPM

Bond Market Annual Returns: Beware of Curve Steepening

Brian Gilmartin Leave a comment

The last time the Fed cut the fed funds rate, the Fed easing monetary policy started with Janet Yellen in…

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Posted in: 10-year Treasury yield, Bond Market(s), Bond Market(s) annual return

SP 500 Earnings: Healthy Quarterly Bump in SP 500 Forward Estimate / Tech Sector Trends

July 6, 2024 Brian Gilmartin Leave a comment

The big banks start reporting next Friday, July 12th, ’24. Look for JP Morgan (JPM), Citigroup (C) and Wells Fargo…

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Posted in: Weekly Earnings Update

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Fundamentalis

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  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

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