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

Author: Brian Gilmartin

SP 500 Earnings: Are the Tariffs Fully Discounted and May ’25 Core CPI This Coming Week

June 7, 2025 Brian Gilmartin 2 Comments

The SP 500 closed at 6,000.36 on Friday, June 6th, 2025. It’s low on April 7th, 2025 was 4,835.04. Despite…

Continue Reading →

Posted in: 10-year Treasury yield, CPI / PPI, inflation, inflation expectations, Weekly Earnings Update

The HealthCare Sector: A Look at Sector Earnings Trends

May 31, 2025 Brian Gilmartin 2 Comments

Healthcare has been a tough sector in 2025, and really since the middle of 2024. Here’s an interesting chart from…

Continue Reading →

Posted in: Health Care sector

Bond Market Update and April PCE Data This Coming Week

May 25, 2025 Brian Gilmartin Leave a comment

The table above is published by Briefing.com every weekend and provides good detail on the coming week’s economic data releases.…

Continue Reading →

Posted in: 10-year Treasury yield, GDP, PCE / PCE Core

SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions

May 24, 2025 Brian Gilmartin Leave a comment

Source: LSEG Jamie Dimon was out this week with one of cassandric economic forecasts, and this time it had to…

Continue Reading →

Posted in: Apple (AAPL), United Health (UNH)

Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements

May 21, 2025 Brian Gilmartin Leave a comment

Walmart reported their fiscal Q1 ’26 earnings results last Thursday morning, May 15th, 2025 and while actual EPS beat consensus…

Continue Reading →

Posted in: WMT

Post navigation

Page 14 of 333
← Previous 1 … 13 14 15 … 333 Next →

Fundamentalis

  • 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
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis