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Apple and Amazon Earnings Preview: Part II

July 24, 2022 Brian Gilmartin Leave a comment

Both Apple and Amazon report after the market close on Thursday, July 28, 2022. Apple (AAPL): $2.5 trillion market cap,…

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Posted in: Amazon, Apple (AAPL)

Quick Earnings Preview of Microsoft, Alphabet, and Meta – Part I

July 23, 2022 Brian Gilmartin Leave a comment

There really can be nothing “quick” about an earnings preview to cover the salient points. Here’s a quick (as it…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), Meta, MSFT

SP 500 Earnings: Still a Lot of Nervousness over MegaCap Earnings and FOMC Next Week

July 22, 2022 Brian Gilmartin Leave a comment

Next week, Apple, Amazon, Meta and Alphabet report their June quarter earnings next week, and once again there is quite…

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Posted in: 10-year Treasury yield, Amazon, Apple (AAPL), Credit markets, Facebook (FB), GOOG, GOOGL, Meta, Weekly Earnings Update

Credit Spread Improvement and a Quick Update on SP 500 Earnings

July 20, 2022 Brian Gilmartin Leave a comment

Bespoke, with their always-relevant research, put out (in my opinion) a very timely update on the improvement in high yield…

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Posted in: High-Yield Credit, HYG, PIMCO

SP 500: For Readers, A Few Charts: SP 500 Now as Oversold as 2008 – Pretty Remarkable

July 18, 2022 Brian Gilmartin Leave a comment

The SP 500 continues to hold 3,810 or the May 20th low, and hasn’t really re-tested the June 17th or…

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Posted in: stock market sentiment, Technical Analysis, US Dollar

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Fundamentalis

  • Nike Earnings Preview: Nike Really Needs to Return to Mid-Single-Digit Revenue Growth
  • SP 500 Earnings Update: SP 500 Forward EPS Estimates Still Seeing Higher Revisions
  • SP 500 Was Due for a Tougher Year in ’26
  • Peak Crude Oil ? Quick Look at SP 500 EPS Data
  • Coca-Cola: Earnings Quality Still Not Great

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