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SP 500 Earnings: Don’t Ignore 2025 Estimates

June 22, 2024 Brian Gilmartin Leave a comment

This week the blog is starting off with what I call the “spot curve” of the forward 4-quarter estimates of…

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Posted in: Weekly Earnings Update

Nike Earnings Preview: Fiscal ’25 Guidance is All That Matters

June 21, 2024 Brian Gilmartin Leave a comment

Nike (NKE) the athletic apparel and footwear giant whose stock has fallen about 50% from its late November, 2021, highs…

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Posted in: NKE

How has Expected Q2 ’24 Earnings and Revenue Growth Changed in the Last 8 Weeks

June 17, 2024 Brian Gilmartin Leave a comment

It’s no surprise but for Q1 ’24 earnings growth 10 of the 11 sectors of the SP 500 saw actual…

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Posted in: Q2 '24 SP 500 EPS and revenue growth expectations

Oracle Earnings Summary: Missed Estimates, but RPO and Demand Looks Robust

June 16, 2024 Brian Gilmartin Leave a comment

Oracle reported their fiscal Q4 ’24 financial results after the bell last Tuesday, June 11th, 2024, and while the numbers…

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Posted in: ORCL

SP 500 (and Russell 2000) Earnings Look: It’s a Quieter Period Between Now and Quarter End

June 15, 2024 Brian Gilmartin Leave a comment

To give a little voice to the Russell 2000’s earnings, this blog is going to start including some short commentary…

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Posted in: Russell 2000, Weekly Earnings Update

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Fundamentalis

  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

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