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

Author: Brian Gilmartin

SP 500 EPS Weekly Update: Doing Some Math on Potential Corporate Tax Rate Increase

January 3, 2021 Brian Gilmartin Leave a comment

With 499 of the SP 500 having reported Q3 ’20 financial results, year-over-year “growth” (or declines rather) for the SP…

Continue Reading →

Posted in: Weekly Earnings Update

Brief Thoughts on 2021

December 31, 2020 Brian Gilmartin Leave a comment

The new buzz in the year-end prediction drill for advisors is to “not predict” which is one way to stand…

Continue Reading →

Posted in: 2021 Stock and Bond market forecast

Comparing Cash-Flow Valuations on Big 5 Tech and Value Tech

December 30, 2020 Brian Gilmartin Leave a comment

The spreadsheet is internal and draws a comparison of the Top 5 Tech names in the SP 500 versus the…

Continue Reading →

Posted in: Technology, Valuation

A look at Expected 2021 SP 500 Sector Growth Rates

December 26, 2020 Brian Gilmartin Leave a comment

A discussion with a reader over on Seeking Alpha prompted me to take a closer look at the trends in…

Continue Reading →

Posted in: 2021 SP 500 sector growth rates

SP 500 Earnings Update: SP 500 EPS impacted by Tesla inclusion

December 25, 2020 Brian Gilmartin Leave a comment

The addition of Tesla (TSLA this week to the SP 500 index has lowered SP 500 estimates and raised the…

Continue Reading →

Posted in: Financial sector, Financials, Weekly Earnings Update

Post navigation

Page 122 of 334
← Previous 1 … 121 122 123 … 334 Next →

Fundamentalis

  • It’s a New Year, and At Least So Far, a New Stock Market
  • SP 500 Earnings: Tech Sector Revisions Still Robustly Positive
  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis