Brian Gilmartin, CFA
Articles
S&P 500 Earnings: Forward Revisions Still Negative
International And Non-U.S. Investing; Reasons To Be Bullish; Top 10 Holdings
S&P 500 Earnings: Sharp S&P 500 Estimate Cuts Meet The Best Monthly Rally Since Nov '20
Earnings Preview Of Apple And Amazon: Part II
Quick Earnings Preview Of Microsoft, Alphabet, And Meta - Part I
S&P 500 Earnings: Still A Lot Of Nervousness Over Mega-Cap Earnings And FOMC Next Week
Credit Spread Improvement And A Quick Update On S&P 500 Earnings
S&P 500 Now As Oversold As 2008 - Pretty Remarkable (Technical Analysis)
S&P 500 Earnings Update: The Negative Sentiment Is Smothering
JPMorgan, Morgan Stanley To Open Q2 2022 Financial Sector Earnings
S&P 500 Is At A Critical Juncture; Expecting Hot Inflation Data This Week
S&P 500 Earnings Update: Financials Kick Off Q2 '22 Earnings; Banks/Brokers Are Attractively Valued
Changes In Expected Q2 '22 Revenue Growth Over The Last 9 Weeks
Style Box Update: Growth Across All Market Caps Remains Out Of Favor
S&P 500 Earnings: 5.6% EPS Growth,10.4% Revenue Growth Expected For Q2 '22 Vs. Tough Compare From Q2 '21
How Much Of A Recession Is Discounted In U.S. Stock And Bond Market Valuations?
Back Into Walmart: It's Not A Revenue Problem, But An Inventory Issue
S&P 500 Earnings: The New 'Forward Estimate' After July 1 Is Currently $241.70
Big Banks And Financials Facing Tough Compares From Q2 2021
FedEx Earnings Preview: Still Undervalued With The Activist DE Shaw Now Involved
S&P 500 Seems Dramatically Oversold, P/E Now At 15.5x And Earnings Yield At 6.42%
Fed Rate Hike: The S&P 500 Needs To Regain The May '22 Low Of 3,810
S&P 500 Earnings Update / 10-Year Treasury Yield Testing May '22, October '18 High Yields
S&P 500 Earnings: The Growing Conclusion There's More Risk To 'E' Than 'P'
Will The S&P 500 See The Quarter-End Rally?
Citigroup: The Buffett Imprimatur Will Surely Help
S&P 500 Earnings: Forward Estimate Jumps; The 'Inflation Vs. Recession Risk' Market; Top 10 Holdings
Cisco: Like Andrea Bocelli, Time To Say Goodbye
S&P 500 Earnings: Estimates Slip In 2023 / Recession Worries Start To Multiply
CME Nears A Do-Or-Die Moment
What's The True Inflation Rate?
S&P 500 Earnings Update: Earnings Yield Above 6% For First Time Since March, 2020
Cisco Earnings Preview: Oversold Technically And Pushing Services And Software Revenue, But Frustration Grows
S&P 500 Earnings Update: P/E 17x, Earnings Yield 5.85% And Forward Estimates Rise Again
Style-Box Analysis Update: No Surprise, Value Continues To Outperform
Coinbase Post-Earnings: The EPS Reductions Are Grim; Forward Free-Cash Estimates Are Lower
Coinbase Earnings Preview: Trading Interest Has Eroded And Jim Chanos Was Right
S&P 500 Earnings Update: Bond Market Woes, And Forward Earnings Weakened A Little This Week
Energy Sector Revenue Growth Still Seeing Positive Revisions
S&P 500 Earnings: Q1 '22 Earnings Are Fine; All About The Fed Meeting This Week