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

Category: 2000

Similarities and Differences Between the Late 1990’s Stock Market(s)and Today

June 8, 2024 Brian Gilmartin Leave a comment

In an email to clients this week, the first major difference between the late 1990’s and today’s stock market (and…

Continue Reading →

Posted in: 2000, Secular Bull Market, Similarties and Differences Between late '90's and Today

SP 500 Earnings: So Far, the Pattern is Typical, But Mega-cap Earnings This Week Loom Large

April 20, 2024 Brian Gilmartin Leave a comment

In this “Market Cap vs Earnings Weight” post from March 28th, ’24, the dynamic between the two “weights” was discussed…

Continue Reading →

Posted in: 2000, PE expansion / contraction, Weekly Earnings Update

Planning Ahead for a “March, 2000” Moment and Top 10 Holdings as of June 30 ’20

July 8, 2020 Brian Gilmartin Leave a comment

As the mainstream business media like CNBC and Bloomberg keep pointing out, the similarities to today’s SP 500 and the…

Continue Reading →

Posted in: 2000, Big Tech Cash-flow Valuation, Technology, Top 10 Client Holdings

Fundamentalis

  • Boeing Earnings Summary: Added to Positions After 10% Drop This Week
  • SP 500 Earnings: Check the SP 500 EPS Revisions for 2027
  • Boeing Earnings Preview: Don’t Give up on the Aerospace Giant
  • Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal
  • Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis