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Insightful market commentary from a fresh perspective.
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Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns

July 5, 2026 Brian Gilmartin Leave a comment

In the late 1990’s there was always one or two financial press commentators, and even a few investment advisors suggesting…

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Posted in: 60/40 portfolio

Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It

July 4, 2026 Brian Gilmartin Leave a comment

On Wednesday, June 24th, after the market closed, Micron Technology reported what could only be described as a blowout fiscal…

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Posted in: mu, SMH (semiconductor ETF)

Nike Earnings Preview: Valuation More Reasonable, but EPS / Revenue Estimate Revisions Still Moving Lower

June 29, 2026 Brian Gilmartin Leave a comment

When Nike (NKE) reports their q4 ‘216 after the closing bell on Tuesday, June 30th, 2026, analyst consensus is looking…

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Posted in: NKE

SP 500 Earnings: These Expected EPS Growth Rates for Forward Quarters Seem Unsustainable

June 27, 2026 Brian Gilmartin Leave a comment

After this weekly earnings update for the SP 500, as we end Q1 ’26, and are about to begin Q2…

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Posted in: mu, SMH (semiconductor ETF), SP 500 estimate revision data, Weekly Earnings Update

SP 500 Earnings: Micron Technology Reports This Week

June 21, 2026 Brian Gilmartin Leave a comment

Most of the fixed-income returns that are tracked on a weekly basis by this blog, ended higher on the week,…

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Posted in: FDX, mu, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Quarterly SP 500 EPS Estimate Hits $100 per Share
  • Fed Rate Hike Coming This Week, Deteriorating Market Breadth, and more on International
  • Oracle Reports Tonight: Chart Has Improved, but Free-Cash-Flow is Still Grim
  • SP 500 Earnings: Expected 2027 SP 500 EPS Growth Might Make For a Tougher Year
  • International Investing: International Outperformance vs SP 500 is Healthy, and it’s Still Early

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