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International Annual Returns, The Breakout in the Nikkei, and Top 10 Holdings

November 14, 2025 Brian Gilmartin Leave a comment

It’s no mystery that international has outperformed the SP 500 in 2025, and not by a small amount. The dollar’s…

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Posted in: annual return, EMXC, EWJ - iShares Japan ETF, International (Non-US), International Equity (JFEAX), JPMorgan Int'l Developed Value (JFEAX), Nikkei Filed under: iShares MSCI Japan ETF (EWJ)

Don’t Expect SP 500 Earnings to Call a Market Top

November 10, 2025 Brian Gilmartin Leave a comment

One of the reasons this blog started writing weekly about SP 500 earnings years ago, initially after the tech and…

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Posted in: SP 500 Earnings Predicting Market Tops, Weekly Earnings Update

Boeing Earnings Summary: Added to Positions After 10% Drop This Week

November 3, 2025 Brian Gilmartin 2 Comments

Boeing’s (BA) stock had a tougher week after releasing their Q3 ’25 financial results on Wednesday morning, October 29th, with…

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Posted in: BA

SP 500 Earnings: Check the SP 500 EPS Revisions for 2027

November 1, 2025 Brian Gilmartin 2 Comments

It’s hard to be bearish when investors are seeing SP 500 calendar year EPS estimates get revised like this: Source:…

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Posted in: Weekly Earnings Update

Boeing Earnings Preview: Don’t Give up on the Aerospace Giant

October 28, 2025 Brian Gilmartin Leave a comment

Up 26% YTD as of Monday night, October 27th’s market close, the fact that the stock is up that much…

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Posted in: BA, ITA (aero & defense ETF)

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Fundamentalis

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  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty

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