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SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates

September 8, 2025 Brian Gilmartin Leave a comment

To say that we are in an unusual period for SP 500 earnings isn’t an exaggeration given the continued upward…

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Posted in: Market breadth, Nvidia (NVDA), ORCL

Bond / Fixed-Income Returns Having a Good Year (so far) in 2025

August 31, 2025 Brian Gilmartin Leave a comment

While the SP 500 is up 10.72% YTD as of Friday, 8/29, so in fact is the Barclays Aggregate and…

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Posted in: Bond Funds, Bond Market(s), Bond Market(s) annual return, TLT

SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

August 29, 2025 Brian Gilmartin Leave a comment

Pretty hard to believe, given what we were facing in early April ’25 with “Liberation Day” but the estimated SP…

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Posted in: Weekly Earnings Update

Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine

August 28, 2025 Brian Gilmartin Leave a comment

Last Thursday, August 21, ’25, Walmart reported their fiscal Q2 ’26 financial results (fiscal ’26 ends January ’26, so it’s…

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Posted in: WMT

Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin

August 19, 2025 Brian Gilmartin Leave a comment

Walmart, the retail juggernaut is expected to report their fiscal Q2 ’26 financial results before the opening bell on Thursday…

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Posted in: WMT

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Fundamentalis

  • Boeing Earnings Summary: Added to Positions After 10% Drop This Week
  • SP 500 Earnings: Check the SP 500 EPS Revisions for 2027
  • Boeing Earnings Preview: Don’t Give up on the Aerospace Giant
  • Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal
  • Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)

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