Skip to content
Fundamentalis

Fundamentalis

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

SP 500 Weekly Earnings Update: Large-Cap Energy Starts to Report This Week

July 15, 2016 Brian Gilmartin Leave a comment

Per Thomson, we’ll hear from 91 companies this coming week, in terms of 2nd quarter, 2016 earnings releases. Microsoft (MSFT),…

Continue Reading →

Posted in: Apple (AAPL), Crude oil / Energy, Earnings Weight vs Market Cap, Energy ETF's (XLE, Energy sector, HAL, IBM, MSFT

SP 500 Earnings: Ultimately, Technology and Financial Sectors Will Drive the SP 500

July 10, 2016 Brian Gilmartin Leave a comment

Outside month ? See SeeItMarket here. (Read the last half of page 2 – June 30th – to cut to…

Continue Reading →

Posted in: Apple (AAPL), Commodities, Crude oil / Energy, Earnings Weight vs Market Cap, Energy ETF's (XLE, Energy sector, Financial sector, Financials, HYG, Technology

SP 500 Weekly Earnings Update: Can the SP 500 Make an All-Time-High off of Q2 ’16 Earnings ?

July 9, 2016 Brian Gilmartin Leave a comment

And that is the $64,000 question. The SP 500 stopped inches short of the record close from May 21 ’16…

Continue Reading →

Posted in: Basic Materials, Energy ETF's (XLE, Energy sector, Sector Earnings Growth Estimates, Weekly Earnings Update

Q4 ’16 and 2017 Expected Sector Earnings Growth Rates Seeing Upward Revisions

July 6, 2016 Brian Gilmartin Leave a comment

An oft-used analogy for many circumstances, “Waiting For Godot” seems the perfect analogy for the anticipated faster earnings growth from…

Continue Reading →

Posted in: Sector Earnings Growth Estimates, Standard & Poors Earnings Data

The Unrelenting, Unforgiving, Treasury Trade

July 3, 2016 Brian Gilmartin Leave a comment

“Sometimes it is good to have reminders of the mistakes you’ve made.” Brian Bosworth, “The Boz”, ESPN’s 30-for-30 —————————————————————————————— If…

Continue Reading →

Posted in: AGG, Asset allocation, CNBC, Taxable High Yield, TBF - inverse Treasury, TLT, TNX, Treasuries

Post navigation

Page 247 of 343
← Previous 1 … 246 247 248 … 343 Next →

Fundamentalis

  • SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield
  • Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns
  • Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It
  • Nike Earnings Preview: Valuation More Reasonable, but EPS / Revenue Estimate Revisions Still Moving Lower
  • SP 500 Earnings: These Expected EPS Growth Rates for Forward Quarters Seem Unsustainable

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis