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Tesla Earnings Preview: The Delay of the “Under $30k” Tesla Was a Big Disappointment

April 22, 2025 Brian Gilmartin Leave a comment

In market environments like today, it’s very tough to attempt to discern when a stock or security has fully discounted…

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Posted in: Tesla

SP 500 Earnings: Pay Attention to Q2 ’25 SP 500 EPS revisions

April 20, 2025 Brian Gilmartin Leave a comment

From most of the prominent Q1 ’25 earnings so far, which is just 59 companies per This Week in Earnings…

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Posted in: Weekly Earnings Update

Netflix Earnings Preview: Everyone’s Bullish, but Tough Compares in 2025

April 15, 2025 Brian Gilmartin Leave a comment

Netflix reports their first quarter, ’25 after the closing bell on Thursday, April 17th, 2025, with street consensus expecting $10.5…

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Posted in: Netflix

SP 500 Earnings: Thoughts on JPMorgan’s Call. Q2 ’25 Guidance, Changes in SP 500 EPS Estimates Will Get the Attention

April 12, 2025 Brian Gilmartin Leave a comment

JP Morgan (JPM) rose $9 or 4% after reporting their Q1 ’25 financial results early Friday morning. The House that…

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Posted in: 2025 SP 500 expected sectors growth rates, JPM, Weekly Earnings Update

Does Bond Market Instability Result in the Fed Easing Sooner Than This Summer ?

April 11, 2025 Brian Gilmartin Leave a comment

Rick Rieder, Blackrock’s CIO, held his monthly call with investors on Monday, April 7th at 7 am central time. Usually…

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Posted in: 10-year Treasury yield

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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