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SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again

April 24, 2026 Brian Gilmartin Leave a comment

In last week’s post this blog took a look at the SP 500 expected revenue growth this year, and then…

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Posted in: Technology, Weekly Earnings Update

Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing

April 21, 2026 Brian Gilmartin Leave a comment

Boeing (BA) has been a frustrating long, but after an 18-year plus secular bull market in the SP 500 (bottoming…

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Posted in: BA, IBM

SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.

April 19, 2026 Brian Gilmartin Leave a comment

When the new gets too good in the stock market, it can be as much of a warning sign, as…

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Posted in: BA, C, IBM, Weekly Earnings Update

JPMorgan, Citigroup Earnings Previews: Citi is The More Defensive Stock if Iran and Other Issues Linger in 2026

April 12, 2026 Brian Gilmartin Leave a comment

Both JPMorgan (JPM) and Citigroup (C) report their Q1 ’26 financial results before the opening bell on Tuesday, April 14th,…

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Posted in: BAC, C, JPM

SP 500 Earnings: Financial Sector Looking at “Average” Quarter; A Quick Look at Goldman’s Numbers

April 11, 2026 Brian Gilmartin Leave a comment

The forward 4-quarter estimate (FFQE) increased this week to $339.22, versus last week’s $338.29. The PE ratio on the new…

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Posted in: Financial sector, Financials, GS, Weekly Earnings Update

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Fundamentalis

  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated
  • SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield
  • Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns
  • Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It
  • Nike Earnings Preview: Valuation More Reasonable, but EPS / Revenue Estimate Revisions Still Moving Lower

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