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

Category: Commodities

SP 500 Earnings: The New “Forward Estimate” after July 1 is Currently $241.70

June 25, 2022 Brian Gilmartin Leave a comment

The 60/40 benchmark portfolio was down -14.64% YTD as of Friday, June 24th, 2022, with the SPY being down -17.26%…

Continue Reading →

Posted in: Commodities, jobless claims, Weekly Earnings Update

SP 500 Earnings Update: Bond Market Woes, and Forward Earnings Weakened a Little This Week

May 7, 2022 Brian Gilmartin Leave a comment

As of 5/6/22: SPY YTD return: -13.13% Barclay’s Aggregate (AGG) YTD return: -10.42% Standard 60%/40% benchmark portfolio return: -12.05% Despite…

Continue Reading →

Posted in: 10-year Treasury yield, Bond Market(s), Commodities, Consumer Discretionary, Energy ETF's (XLE, Energy sector, Weekly Earnings Update

SP 500 Earnings Update: SP 500 +6% This Week as Forward SP 500 Earnings Continue to Improve

March 19, 2022 Brian Gilmartin Leave a comment

The SP 500 jumped 6% this week, in a week many of the pundits are calling a record series of…

Continue Reading →

Posted in: Commodities, Weekly Earnings Update

SP 500 Weekly Earnings: Watch Commodity Prices the Next Few Weeks

February 25, 2022 Brian Gilmartin Leave a comment

Most interesting chart this week: Chris Kimble of Kimble Charting Solutions is an excellent technician. Chris published this chart on…

Continue Reading →

Posted in: Commodities, Kimble / Detrick

Are SP 500 Earnings Estimates Suggesting an Industrial Recovery in 2020 ?

August 3, 2019 Brian Gilmartin Leave a comment

Last week, the 2020 expected growth rates by sector were noted on the blog here. This week, what has caught…

Continue Reading →

Posted in: Basic Materials, Commodities, Energy ETF's (XLE, Energy sector, Weekly Earnings Update

Post navigation

Page 1 of 5
1 2 … 5 Next →

Fundamentalis

  • Cisco Earnings Preview: More Cautious After Recent Events
  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis