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4th Quarter SP 500 Earnings / Guidance: Is There Any Reason for CEO’s to be Optimistic ?

January 7, 2023 Brian Gilmartin Leave a comment

Jim “RevShark” DePorre (@RevShark) writes for TheStreet, Jim Cramer’s operation (or former operation) and the former TheStreet.com, and one of…

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Posted in: Technology, Weekly Earnings Update

StyleBox Update: Value Still Outperforming Growth; International and Non-US Ripe for a Weaker Dollar

January 2, 2023 Brian Gilmartin Leave a comment

2022 was the first year since 2016 that value investing thoroughly trounced growth investing. Click on the above table and…

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Posted in: International (Non-US), Style analysis

Updating SP 500 “Annual” Returns, and Some Other Good Stats for Readers

January 1, 2023 Brian Gilmartin Leave a comment

If only one blog post was done once a month for readers, updating “annual” or “average, annual” returns for the…

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Posted in: annual return, Average Annual Return, Treasuries

SP 500 Earnings Update: 2022 Reset the Shot Clock on the Secular Bull Market

December 30, 2022 Brian Gilmartin Leave a comment

The SP 500 earnings data won’t be much different than last week, and next week, Walgreens is the only company…

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Posted in: Weekly Earnings Update

The Dollar is Weakening: What it Means Broadly and for Large-Cap Tech

December 26, 2022 Brian Gilmartin Leave a comment

The broader aspects of the dollar’s recent weakening will be saved for further down the article, but one thing that…

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Posted in: 2023 Stock & Bond Market Forecast, US Dollar

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Fundamentalis

  • Boeing Earnings Preview: Administration Support Could be Important Tailwind, As BA Digs Out of Deep Hole
  • Netflix Earnings Summary: The Business Model is Fine, It’s PE Compression That is the Risk
  • SP 500 Earnings: One Unusual Aspect to Q3 ’25 Earnings Estimates
  • Alphabet Earnings Preview: Google’s Very Own Version of Creative Destruction
  • IBM Earnings Preview: Cash-Flow Multiples are Much More Reasonable

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