Skip to content
Fundamentalis

Fundamentalis

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

Weekly Earnings Update: Q4 ’16 Revenue Growth 5% Expected, Strongest Since Q1 ’12 (but read fine print)

December 12, 2016 Brian Gilmartin Leave a comment

Typically, there is always one or two data points that jump out from the Thomson or Factset earnings summaries which…

Continue Reading →

Posted in: Amazon, PE expansion / contraction, SP 500 Revenue Growth, Utilities, Weekly Earnings Update

FOMC Announcement Next Week: The FOMC Normally Isn’t “Preemptive”

December 9, 2016 Brian Gilmartin Leave a comment

Many of the pundits around today, probably don’t remember when the fed funds rate was 15%, the Prime Rate was…

Continue Reading →

Posted in: FOMC meeting, interest rates, TBF - inverse Treasury, Treasuries

Cash Repatriation for Share Repurchases in 2017 – First Take

December 7, 2016 Brian Gilmartin Leave a comment

Yesterday, 12/6/16, at the CFA Chicago luncheon, Dan Clifton of Strategas Partners gave a great presentation on the coming fiscal…

Continue Reading →

Posted in: 2017, 2017 Fiscal Policy, Repurchase stock

SP 500 Weekly Earnings Update: Q4 ’16 SP 500 Earnings “Less Negative”

December 4, 2016 Brian Gilmartin Leave a comment

Thomson Reuters (by the numbers): Forward 4-quarter estimate: $128.61 vs last week’s $128.56 and another sequential revision higher, which is…

Continue Reading →

Posted in: Fwd 4-qtr growth rate (SP 500), SP 500 Earnings Yield, Weekly Earnings Update

Technology Officially Oversold: Stick with Apple Based on Estimate Revisions

December 2, 2016 Brian Gilmartin Leave a comment

sector_snapshots_120116_42i-1 – A quick snapshot from Bespoke’s regular Thursday Sector update, shows that Technology is officially oversold. Not a surprise if…

Continue Reading →

Posted in: Apple (AAPL), Technology

Post navigation

Page 228 of 334
← Previous 1 … 227 228 229 … 334 Next →

Fundamentalis

  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis