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Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)

October 21, 2025 Brian Gilmartin Leave a comment

Running the estimates and updating the spreadsheet last night after last week’s Q3 ’25 financial results for Charles Schwab (SCHW),…

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Posted in: SCHW

Netflix Earnings Preview: Expectations Rather “Meh” Pre-Earnings – Likely a Good Thing

October 20, 2025 Brian Gilmartin Leave a comment

Reading some of the sell-side notes coming into Netflix’s (NFLX) Q3 ’25 earnings release on Tuesday night, October 21, ’25…

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Posted in: Netflix

3rd Year in a Row of Double-Digit SP 500 Returns

October 19, 2025 Brian Gilmartin Leave a comment

With 10 weeks left in the 2025 calendar year, the SP 500 (total return) has returned +14.47% YTD, which places…

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Posted in: SP 500 annual return

SP 500 Earnings: Financial Sector Earnings Push Forward Estimates Higher

October 18, 2025 Brian Gilmartin Leave a comment

Despite the worries over the regional bank credit situation this week, it didn’t seem to impact the forward estimates for…

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Posted in: Weekly Earnings Update

International Annual Returns / Breakout in EMXC

October 16, 2025 Brian Gilmartin Leave a comment

International funds and ETF’s have outperformed the SP 500 this year, primarily due to the weaker dollar. This was the…

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Posted in: Emerging Markets, EMXC, International (Non-US), Japan and Nikkei

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Fundamentalis

  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week
  • International Equity Annual Returns: Non-Correlated to the US Returns and Don’t Forget Japan
  • Annual Fixed Income Returns: Emerging Markets Lead, Muni’s Lag

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