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

Category: Financials

Financials and Emerging Markets: Non-US Return Disparity Worth Noting

January 11, 2021 Brian Gilmartin Leave a comment

In the SP 500 Earnings Update Friday night, while talking about Financial stocks reporting this week, a few important tables…

Continue Reading →

Posted in: Emerging Market ETF's (EEM, Emerging Markets, Financial sector, Financials, International (Non-US), Oakmark International

SP 500 Weekly Update: Financials Start Reporting This Week

January 8, 2021 Brian Gilmartin Leave a comment

The sector had a monster 4th quarter of 2020. Here’s is one chart from YCharts on the Q4 ’20 performance…

Continue Reading →

Posted in: Financial sector, Financials, JPM, SCHW, Weekly Earnings Update

SP 500 Earnings Update: SP 500 EPS impacted by Tesla inclusion

December 25, 2020 Brian Gilmartin Leave a comment

The addition of Tesla (TSLA this week to the SP 500 index has lowered SP 500 estimates and raised the…

Continue Reading →

Posted in: Financial sector, Financials, Weekly Earnings Update

Financials, Tesla and FedEx

December 20, 2020 Brian Gilmartin Leave a comment

With the news Friday night about the Fed allowing share repurchases by banks again, a possible fiscal stimulus agreement being…

Continue Reading →

Posted in: FDX, Financial sector, Financials, Tesla

SP 500 Earnings: Still No Change to Positive Trend

December 18, 2020 Brian Gilmartin Leave a comment

Even looking hard at 2021 data for changes in growth rates and quarterly estimates, there is still little evidence that…

Continue Reading →

Posted in: Financial sector, Financials, Weekly Earnings Update

Post navigation

Page 1 of 27
1 2 … 27 Next →

Fundamentalis

  • SP 500 Weekly Earnings Update: Even with Covid-19 Limitations, SP 500 “Upside Surprises” Have Been Substantial
  • Financials and Emerging Markets: Non-US Return Disparity Worth Noting
  • SP 500 Weekly Update: Financials Start Reporting This Week
  • SP 500 Valuation Metrics: Getting Extended
  • Long-Term Returns for the Nasdaq 100

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2021 Fundamentalis