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

Month: December 2017

What does Consensus Revenue Expectations look like for Q4 ’17 and 2018 ?

December 31, 2017 Brian Gilmartin Leave a comment

  Here (above) is one of the navel-gazing-esque spreadsheets put together on long weekends to examine a data point that…

Continue Reading →

Posted in: Financial sector, Financials, SP 500 Revenue Growth

Estimate Revisions Still Very Positive – Q4 ’17 Earnings Start Shortly

December 30, 2017 Brian Gilmartin Leave a comment

        The late selloff today wasn’t really expected, but then again neither was the seemingly uneventful market…

Continue Reading →

Posted in: 2017, 2017 Tax reform, Earnings estimate revisions, Weekly Earnings Update

Top 5 Market-Cap Weights in SP 500 are 12% of Index

December 25, 2017 Brian Gilmartin Leave a comment

  Once a year, looking at the top market cap weights in the SP 500 can provide some insight into…

Continue Reading →

Posted in: Apple (AAPL), Financial sector, Financials, Technology

The Bond Market is the Risk in 2018

December 23, 2017 Brian Gilmartin Leave a comment

Supposedly, the old-school Sicilian Mafia have an old saying, “the snake lays coiled in Napoli” which supposedly means that in…

Continue Reading →

Posted in: 10-year Treasury yield, Bond Market Liquidity, Bond Market(s), TBF - inverse Treasury, TLT

SP 500 Earnings: Forward “Expected” Growth Rate now over 11%

December 22, 2017 Brian Gilmartin Leave a comment

A quick update on the SP earnings data in front of the long weekend: Thomson Reuters data (by the numbers,…

Continue Reading →

Posted in: Fwd 4-qtr growth rate (SP 500)

Post navigation

Page 1 of 3
1 2 3 Next →

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