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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

Estimates Show SP 500 EPS Bottoming in mid-2023

December 24, 2022 Brian Gilmartin Leave a comment

It was exactly one year ago, 12/24/21 – I checked in with former neighbor who lived next door to me…

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Posted in: Weekly Earnings Update

SP 500 Earnings / Big Jump in 10-Year Treasury Yield This Week

December 23, 2022 Brian Gilmartin Leave a comment

The ghost of Jerome Powell’s mid-December ’22 post-FOMC presser continued to linger this week, as the 10-year Treasury yield jumped…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

High-Yield Credit Improved Last Week and the Weekly SP 500 Earnings Tilt

December 17, 2022 Brian Gilmartin Leave a comment

This bond market return data was started in early 2020 during the early stages of the Covid pandemic, and it’s…

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Posted in: Corporate High Yield, HYG, Weekly Earnings Update

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Fundamentalis

  • Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock
  • 10-Year Treasury Yield Chart and What 2027 Energy Sector Estimates are Saying
  • Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve
  • 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

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