Skip to content
Fundamentalis

Fundamentalis

Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Tax Reform Complicates SP 500 Earnings Analysis – Thoughts about 2018 SP 500 EPS

December 2, 2017 Brian Gilmartin Leave a comment

Here was the latest “cash repatriation” math for large-cap Tech in the event of major tax reform passing, and with…

Continue Reading →

Posted in: 2017 Tax reform, 2018, Cash repatriation s/sheet, CME, Financial sector, Financials, JPM, SCHW, Technology

A look at 4th Quarter ’17 Earnings Expectations w Cash Repatriation updated spreadsheet

November 30, 2017 Brian Gilmartin Leave a comment

Q4 ’17 revenue expectations:  Energy: +17% Technology: +10% Basic Mat: +9.7% Utilities: +7.6% Industrials: +7.2% Real Estate: +6.4% Cons Disc:…

Continue Reading →

Posted in: 2017 Fiscal Policy, Cash repatriation s/sheet, SP 500 Revenue Growth, Standard & Poors Earnings Data

Cash-Repatriation Math on Large-Cap Tech

November 28, 2017 Brian Gilmartin Leave a comment

  With pending passage of tax reform several of the major Tech sector names were looked at to see what…

Continue Reading →

Posted in: 2017 Tax reform Filed under: Tax reform

One Big Difference Between the Current Bull Market and the 1990’s

November 27, 2017 Brian Gilmartin Leave a comment

Great article by Josh Brown this Sunday, November 25, 2017. This blog post of last weekend hinted at this, but…

Continue Reading →

Posted in: Financial sector, Financials, WMT

SP 500 P.E Expansion / Contraction since 1990

November 26, 2017 Brian Gilmartin Leave a comment

Source: Morningstar / Ibbotson’s Stocks, Bonds, Bills & Inflation Handbook The 30-year bond data needs to be updated and the…

Continue Reading →

Posted in: PE expansion / contraction

Post navigation

Page 217 of 345
← Previous 1 … 216 217 218 … 345 Next →

Fundamentalis

  • Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock
  • 10-Year Treasury Yield Chart and What 2027 Energy Sector Estimates are Saying
  • Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve
  • SP 500 EPS / Revenue Growth, and Amazon Earnings
  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis