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International Investing: International Outperformance vs SP 500 is Healthy, and it’s Still Early

September 4, 2026 Brian Gilmartin Leave a comment

In this very un-scientific listing of annual returns for various international mutual funds and ETF’s, take a look at those…

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Posted in: Emerging Markets, EMXC, International (Non-US), International Equity (JFEAX), Oakmark International

Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock

August 26, 2026 Brian Gilmartin Leave a comment

When Walmart (WMT) reported their fiscal Q2 ’27 financial results on Thursday morning, August 20th, the stock promptly fell 10.5%,…

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Posted in: WMT

10-Year Treasury Yield Chart and What 2027 Energy Sector Estimates are Saying

August 21, 2026 Brian Gilmartin Leave a comment

The mainstream financial media has been quite fervent this week about the Treasury buybacks and the potential for a breakdown…

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Posted in: 10-year Treasury yield, Energy sector, Municipal Bond market, Municipal High Yield

Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve

August 17, 2026 Brian Gilmartin Leave a comment

Walmart (WMT) reports their fiscal Q2 ’27 before the opening bell on Thursday, August 20th, 2026. Current consensus per the…

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Posted in: WMT

SP 500 EPS / Revenue Growth, and Amazon Earnings

August 8, 2026 Brian Gilmartin Leave a comment

Everyone talks about SP 500 EPS growth, but few pay attention to S&P 500 revenue growth, which may be a…

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Posted in: Alphabet, Amazon, Weekly Earnings Update

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Fundamentalis

  • FOMC Meeting December 9th, Bond Market Annual Returns, the Fallout from Nvidia and the Midterm elections
  • Cisco Earnings Preview: More Cautious After Recent Events
  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week

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