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

Author: Brian Gilmartin

SP 500 Earnings Update: 2021 SP 500 EPS Still Above 2019

June 5, 2020 Brian Gilmartin Leave a comment

So far anyway, although there is another 4 weeks until Q2 ’20 earnings start, here is how 2019 – 2021…

Continue Reading →

Posted in: SP 500 estimate revision data, Weekly Earnings Update

Q3 and Q4 ’20 SP 500 EPS and Revenue Expectations – Look Beyond This Quarter

June 3, 2020 Brian Gilmartin Leave a comment

  Thanks to David Aurelio and TJ Dhillon at IBES for providing the above data for the trend-watching in y/y…

Continue Reading →

Posted in: SP 500 estimate revision data, SP 500 Revenue Growth

Style-Box Update, Small-Cap and High-Yield, and Sector Returns

May 31, 2020 Brian Gilmartin Leave a comment

  Nothing has really changed yet in terms of “style-box” returns with Growth outpacing Value and Large-Cap beating Small-Cap. Late…

Continue Reading →

Posted in: High-Yield Credit, HYG, Style analysis

SP 500 Revenue Update: First Signs of Stabilization in Expected Q2 ’20 Revenue

May 29, 2020 Brian Gilmartin Leave a comment

The constant focus on SP 500 earnings often overlooks the importance of SP 500 revenue. The same quality analysis of…

Continue Reading →

Posted in: Corporate High Yield, Credit markets, SP 500 Earnings Yield, SP 500 estimate revision data, SP 500 Revenue Growth, Weekly Earnings Update

25% SP 500 Rally in 40 Days

May 26, 2020 Brian Gilmartin Leave a comment

  Bespoke’s research is dollar-for-dollar one of the best returns for the expense that Trinity sees every year. From the…

Continue Reading →

Posted in: Bespoke

Post navigation

Page 144 of 341
← Previous 1 … 143 144 145 … 341 Next →

Fundamentalis

  • SP 500 Earnings: All About Expected Q2 ’26 Results / Like Big Banks, Financials Here
  • Is Tech Sector Growth Sustainable and How are Expected Q2 ’26 SP 500 EPS Estimates Faring ?
  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis