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Boeing Earnings Preview: Expectations Remain Too Subdued for the Aerospace Giant

January 24, 2026 Brian Gilmartin Leave a comment

While most of the mainstream media focuses on the technology reports this coming week, Boeing (BA) might be the most…

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Posted in: BA

SP 500 Earnings: Rotation in ’26 and Major Tech Companies Start to Report Next Week

January 23, 2026 Brian Gilmartin Leave a comment

Next week, starting January 27th, we start to hear from major tech companies: IBM (IBM – Jan 28th AMC), Microsoft…

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Posted in: Weekly Earnings Update

It’s a New Year, and At Least So Far, a New Stock Market

January 19, 2026 Brian Gilmartin 2 Comments

As an aside, the 10-year Treasury yield jumped late Friday, January 16th, and ended up closing above the 4.20% yield…

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Posted in: Technology

SP 500 Earnings: Tech Sector Revisions Still Robustly Positive

January 17, 2026 Brian Gilmartin Leave a comment

With the markets closed Monday, January 19th, it will provide an extra day to prepare for the onslaught of Q4…

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Posted in: Technology, Weekly Earnings Update

SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough

January 10, 2026 Brian Gilmartin Leave a comment

This blog post will focus on JPMorgan (JPM) and Citigroup (C) with other earnings previews to follow. Depending upon which…

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Posted in: C, Financial sector, Financials, JPM

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Fundamentalis

  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • 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
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again

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