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The Major Differences Between this Bull Stock Market and the Late 1990’s

May 17, 2026 Brian Gilmartin Leave a comment

1.) The biggest beneath-the-surface issue with the late 1990’s rally vs today’s market in large-cap tech and growth, was actually…

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Posted in: 2000, Earnings Weight vs Market Cap, Late 1990's vs Today's ('26) Stock Market

SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings

May 12, 2026 Brian Gilmartin Leave a comment

With the rapid growth in SP 500 earnings since January 1 ’26, there has been a lot of new earnings…

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Posted in: CSCO, Weekly Earnings Update

Bond Market Asset Class Returns – Not Great, but Not Shabby Either

May 6, 2026 Brian Gilmartin Leave a comment

The optics aren’t the best but these “annual return” updates run every few months can show how distorted long-term returns…

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Posted in: Bond Market(s) annual return

SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1

May 3, 2026 Brian Gilmartin 2 Comments

Source: LSEG The above chart from LSEG’s, “This Week in Earnings” shows the progression in both sector and SP 500…

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Posted in: Weekly Earnings Update, WMT

CliffsNotes: IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say

April 26, 2026 Brian Gilmartin Leave a comment

Boeing (BA) the airline manufacturing giant that is ordinarily the envy of the world, and one of only two airline…

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Posted in: BA, IBM

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Fundamentalis

  • SP 500 EPS / Revenue Growth, and Amazon Earnings
  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th
  • SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report
  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance
  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout

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