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

Author: Brian Gilmartin

Emerging Markets and Int’l Update: Gradually Lifting Client Allocation to EM and Non-Us

June 24, 2021 Brian Gilmartin Leave a comment

  The first chart today (click to expand) was provided by Brian Buonamici at Calamos Asset Management last week. If…

Continue Reading →

Posted in: EEM, Oakmark International, VWO)

On the Stock and Bond Markets Today, and This and That

June 20, 2021 Brian Gilmartin Leave a comment

Still a secular bull equity market:  2000 through 2002 was a pretty painful bear market for the SP 500, and…

Continue Reading →

Posted in: Corporate High Yield, Credit markets, Municipal Bond market, Municipal High Yield, Secular Bull Market

Weekly Update: SP 500 Earnings Yield at 4.61% after Tough Week for Stocks

June 18, 2021 Brian Gilmartin Leave a comment

Per Briefing.com, here are the companies expected to report May 31 quarter end earnings next week. The two that I…

Continue Reading →

Posted in: IHI (Medical Equipment ETF), Weekly Earnings Update

Earnings Update: Calendar 2021 SP 500 EPS Estimate is (Probably) Still Too Low

June 11, 2021 Brian Gilmartin Leave a comment

Per Briefing.com, here are the companies expected to release financial results next week. Oracle (ORCL), being “old tech” is up…

Continue Reading →

Posted in: 2022, LEN, ORCL, Weekly Earnings Update

Earnings Compares Get Tougher in 2H ’21

June 6, 2021 Brian Gilmartin Leave a comment

During the pandemic lockdown in the first half of 2020, only three SP 500 sectors saw positive earnings and revenue…

Continue Reading →

Posted in: 2021 SP 500 sector growth rates, Energy ETF's (XLE, Energy sector, Health Care sector, Technology, Utilities

Post navigation

Page 125 of 347
← Previous 1 … 124 125 126 … 347 Next →

Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis