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Insightful market commentary from a fresh perspective.
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International and Emerging Markets Starting to Percolate: 10 and 15 yr Annual Returns Still Modest

July 19, 2025 Brian Gilmartin Leave a comment

It’s well-documented that international equity (and even bonds for that matter) have had a good 2025 so far this year,…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, EMXC, International (Non-US), International Equity (JFEAX)

SP 500 Earnings: Financials Start Q2 ’25 Earnings With a Bang; Expect Another Solid Quarter for SP 500 Earnings

July 18, 2025 Brian Gilmartin Leave a comment

Source: LSEG data This table has been posted a few times over the last 8 weeks, showing the progression of…

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Posted in: Berkshire Hathaway, Weekly Earnings Update

Schwab Earnings Preview: Cheap on a PEG Basis, Can Schwab Break-out of this 3-year Consolidation?

July 17, 2025 Brian Gilmartin Leave a comment

Schwab (SCHW) will report their calendar Q2 ’25 financial results on Friday morning, July 18th. Analyst consensus is expecting $1.10…

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Posted in: SCHW

Netflix Earnings Preview: Margin Guidance Continues to be Revised Higher

July 16, 2025 Brian Gilmartin Leave a comment

Netflix reports after the closing bell on Thursday, July 17th, 2025. Sell-side analysts are looking for $7.08 in earnings per…

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Posted in: Netflix

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

July 13, 2025 Brian Gilmartin Leave a comment

One quick note FBK Financial, a small-cap bank ($2 bl mkt cap) reports Monday night, July 14th after the close.…

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Posted in: C, Financial sector, Financials, JPM, Russell 2000, Smallcap financials

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Fundamentalis

  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks
  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High

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