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

Author: Brian Gilmartin

Is the Secular Bull Market Really Over ?

March 30, 2020 Brian Gilmartin Leave a comment

Is the secular bull market now over ?  My own opinion is “more no than yes”, even as SP 500…

Continue Reading →

Posted in: DataTrek, Secular Bull Market

Style-Box Update, Top 10 SP 500 Mkt Cap Weights and Staying Positive

March 29, 2020 Brian Gilmartin Leave a comment

  Normally, the “Style Box Update” is done mid-quarter and then the last day of the quarter, but Tuesday might…

Continue Reading →

Posted in: Joel Greenblatt, Style analysis, Top 10 Market Cap Weights

SP 500 Earnings, Companies Hiring (Surprise!) and SP 500 Sectors as % of Market Cap

March 27, 2020 Brian Gilmartin Leave a comment

Amid all the doom and gloom, here are the companies that have announced that they will looking to add to…

Continue Reading →

Posted in: Corporate High Yield, Financial sector, JPM, Market-Cap weights, QQQ, WBA

When Would it Be Reasonable to Expect A Stock Market Bottom ?

March 26, 2020 Brian Gilmartin Leave a comment

Clients are being told that the shock of this global pandemic (for the SP 500 and the US anyway) was…

Continue Reading →

Posted in: 2019 SP 500 earnings, Bond Market Liquidity, DataTrek, SP 500 chart

Hard to Think Earnings Analysis Matters at All Now

March 20, 2020 Brian Gilmartin Leave a comment

The SP 500 “earnings yield” jumped to 7.49% this week, with the 15% decline in the SP 500. Trouble is,…

Continue Reading →

Posted in: Weekly Earnings Update

Post navigation

Page 138 of 330
← Previous 1 … 137 138 139 … 330 Next →

Fundamentalis

  • Don’t Expect SP 500 Earnings to Call a Market Top
  • Boeing Earnings Summary: Added to Positions After 10% Drop This Week
  • SP 500 Earnings: Check the SP 500 EPS Revisions for 2027
  • Boeing Earnings Preview: Don’t Give up on the Aerospace Giant
  • Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis