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Int’l and Non-US Investing / Yardeni on “QT2” / Reasons to be Bullish / Top 10 Holdings

July 31, 2022 Brian Gilmartin Leave a comment

International and Non-US investing:  What’s somewhat surprising this year, is the dearth of articles on the difficulty in diversifying client…

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Posted in: Ed Yardeni, EMXC, Top 10 Client Holdings

SP 500 Earnings: Sharp SP 500 Estimate Cuts Meet the Best Monthly Rally Since November ’20

July 29, 2022 Brian Gilmartin Leave a comment

The rally quote was from CNBC’s nightly summary. July ’22 index returns: Dow Jones: +6% SP 500: +9.1% Nasdaq: +12.4%…

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Posted in: SP 500 estimate revision data, Weekly Earnings Update

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

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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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