Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Author: Brian Gilmartin

Cash-Repatriation Math on Large-Cap Tech

November 28, 2017 Brian Gilmartin Leave a comment

  With pending passage of tax reform several of the major Tech sector names were looked at to see what…

Continue Reading →

Posted in: 2017 Tax reform Filed under: Tax reform

One Big Difference Between the Current Bull Market and the 1990’s

November 27, 2017 Brian Gilmartin Leave a comment

Great article by Josh Brown this Sunday, November 25, 2017. This blog post of last weekend hinted at this, but…

Continue Reading →

Posted in: Financial sector, Financials, WMT

SP 500 P.E Expansion / Contraction since 1990

November 26, 2017 Brian Gilmartin Leave a comment

Source: Morningstar / Ibbotson’s Stocks, Bonds, Bills & Inflation Handbook The 30-year bond data needs to be updated and the…

Continue Reading →

Posted in: PE expansion / contraction

Growth of “Forward Estimate” Firmly over 10%; First Time in a Long Time

November 24, 2017 Brian Gilmartin Leave a comment

Thomson Reuters data by the numbers: Fwd 4-qtr est:$142.45 vs last week’s $142.30 P.E ratio: 18.3x PEG ratio: 1.7x SP…

Continue Reading →

Posted in: Weekly Earnings Update

A Primer on the SP 500 Earnings Yield – What’s it Telling Investors Today ?

November 23, 2017 Brian Gilmartin Leave a comment

CNBC’s Melissa Lee did one of the many CNBC “panel -of-experts” interviews in the last few weeks, (not on the…

Continue Reading →

Posted in: 10-year Treasury yield, SP 500 Earnings Yield

Post navigation

Page 213 of 340
← Previous 1 … 212 213 214 … 340 Next →

Fundamentalis

  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis