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

Month: September 2012

Market commentary – An Apple (AAPL) a day, keeps underperformance away

September 30, 2012 Brian Gilmartin Leave a comment

We kickoff the 4th quarter, 2012 Monday morning, with the S&P 500 upĀ about 15% year-to-date, much higher than a lot…

Continue Reading →

Posted in: Uncategorized

Corporate earnings/market update – Sept. 29th, 2012 – S&P 500 up 6% in q3 ’12. Revival in Financials ?

September 29, 2012 Brian Gilmartin Leave a comment

While most market watchers were expecting q3 ’12 to be a repeat of q3 ’10 and q3 ’11, in fact…

Continue Reading →

Posted in: Earnings, Uncategorized

Corporate earnings update – Sept. 22, ’12 – Little change to forward earnings as we await q3 ’12 numbers

September 23, 2012 Brian Gilmartin Leave a comment

Due to some pressing matters, the blog post will be short and sweet this weekend. The “forward 4-quarter” earnings estimate…

Continue Reading →

Posted in: Earnings, Uncategorized

Market update – Sept 15th, 2012: Corporate earnings unchanged – is it time for P/E expansion ?

September 15, 2012 Brian Gilmartin Leave a comment

Originally, this blog was intended to be dedicated to commentary and analysis of corporate earnings, particularly S&P 500 earnings, as…

Continue Reading →

Posted in: Earnings, FDX, Uncategorized

Corporate earnings update: Sept 8, 2012 – technical breakout in S&P 500 and Nasdaq as earnings tread water

September 8, 2012 Brian Gilmartin Leave a comment

What a week for the major US stock markets (and China, but more on that in a minute), as the…

Continue Reading →

Posted in: AA, Earnings, F, FDX, Uncategorized

Post navigation

Page 1 of 2
1 2 Next →

Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis