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SP 500 Earnings: One Unusual Aspect to Q3 ’25 Earnings Estimates

July 25, 2025 Brian Gilmartin Leave a comment

Both the “upside surprise” factor for Q2 ’25 SP 500 earnings and revenue estimates are very strong. As of this…

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Posted in: Weekly Earnings Update

Alphabet Earnings Preview: Google’s Very Own Version of Creative Destruction

July 22, 2025 Brian Gilmartin Leave a comment

Alphabet (GOOGL) reports their Q2 ’25 financial results after the closing bell on Wednesday night, July 23rd, 2025, with analyst…

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Posted in: GOOG, GOOGL

IBM Earnings Preview: Cash-Flow Multiples are Much More Reasonable

Brian Gilmartin Leave a comment

IBM (IBM) is scheduled to report their Q2 ’25 financial results after the closing bell on Wednesday, July 23rd, 2025.…

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Posted in: IBM

Schwab Expense Discipline Drove the Beat for the Quarter – Fair Value Now $135 per Share

July 21, 2025 Brian Gilmartin Leave a comment

Schwab reported their calendar Q2 ’25 financial results last Friday morning, July 18th, and it first looked like the quarter…

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Posted in: SCHW, stablecoin

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)

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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