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SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford

May 23, 2026 Brian Gilmartin Leave a comment

The blog post from last week got a good response over on www.seekingalpha.com. Being a one-man shop, when an article…

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Posted in: F, GE, IBM, Weekly Earnings Update

Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends

May 19, 2026 Brian Gilmartin Leave a comment

Walmart (WMT) is scheduled to report their Q1 ’27 financial results before the opening bell on Thursday, May 21, ’26.…

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Posted in: WMT

SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve

Brian Gilmartin Leave a comment

With Walmart (WMT) and Nvidia (NVDA) expected to bring the unofficial end to Q1 ’26 SP 500 earnings this week,…

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Posted in: 10-year Treasury yield, Amazon, Corporate High Yield, Corporate HighGrade Bonds, GOOGL, Netflix

The Major Differences Between this Bull Stock Market and the Late 1990’s

May 17, 2026 Brian Gilmartin Leave a comment

1.) The biggest beneath-the-surface issue with the late 1990’s rally vs today’s market in large-cap tech and growth, was actually…

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Posted in: 2000, Earnings Weight vs Market Cap, Late 1990's vs Today's ('26) Stock Market

SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings

May 12, 2026 Brian Gilmartin Leave a comment

With the rapid growth in SP 500 earnings since January 1 ’26, there has been a lot of new earnings…

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Posted in: CSCO, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report
  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance
  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout
  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated
  • SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield

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