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JPMorgan Earnings Preview: 2024 Will Be Tough Compare Against 2023

April 10, 2024 Brian Gilmartin Leave a comment

Last night, the Citigroup (C) earnings preview was written and comparing Citi to JPMorgan (JPM) it’s interesting to see the…

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Posted in: JPM

Citigroup Earnings Preview: Cheap on Book Value Basis, but Trying to Fix EPS Growth

April 9, 2024 Brian Gilmartin Leave a comment

Citigroup (C) recently released their annual report and it was 313 pages long. This thing looks like a college textbook.…

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Posted in: C

SP 500 Earnings: New Quarter, Will the “Upside Surprise” Factor Continue in 2024 ?

April 6, 2024 Brian Gilmartin Leave a comment

The quarterly “bump” in forward 4-quarter EPS occurred this week, as the months rolled from March to April ’24. More…

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Posted in: Weekly Earnings Update

Schwab’s Chart and the March ’24 Nonfarm Payroll Report

April 4, 2024 Brian Gilmartin Leave a comment

If there are two stocks in the market right now that are feeling the pain of an inverted yield curve…

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Posted in: KRE - Regional Bank ETF, SCHW

SP 500 and Bond Market Annual Returns / Style-Box Update

April 3, 2024 Brian Gilmartin Leave a comment

This SP 500 annual return table shows the annual returns for the benchmark for various periods going back to 1/1/2000.…

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Posted in: annual return, QQQ, Style analysis

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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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