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Insightful market commentary from a fresh perspective.
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Schwab, Goldman, Report Next Week: Goldman’s Overvalued and Needs to Correct

October 10, 2024 Brian Gilmartin Leave a comment

The banks, stock markets, and exchanges are closed Monday, October 14th ’24 for the celebration of Columbus Day / Indigenous…

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Posted in: GS, SCHW

JP Morgan Earnings Preview: Should Be A Good Quarter

October 8, 2024 Brian Gilmartin Leave a comment

Given the economic backdrop being faced by the banks, it’s hard to envision that the large-cap banks won’t have another…

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Posted in: JPM

Long-Term International Returns Vs US Still Compelling

October 7, 2024 Brian Gilmartin Leave a comment

Last week, with this “stylebox” update, the longer-term returns on the SP 500, Nasdaq Comp and Nasdaq 100 are really…

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Posted in: International (Non-US), SP 500 long-term returns

SP 500 Earnings: Financials Face a Tough Compare with Q3 ’23

October 4, 2024 Brian Gilmartin Leave a comment

Next week, Q3 ’24 earnings start and the majority of the interest on the part of investors will be Friday,…

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Posted in: Financial sector, Financials, Weekly Earnings Update

Nike Earnings Summary: Did the CFO “Kitchen Sink” the Quarter for Elliott Hill ?

October 3, 2024 Brian Gilmartin Leave a comment

Nike reported earnings after the closing bell on November 1 ’24, and despite the big EPS beat and better gross…

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Posted in: NKE

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Fundamentalis

  • 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
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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