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

Author: Brian Gilmartin

SP 500 Has Experienced “PE Compression” the Last 16 Months – What Now ?

May 19, 2019 Brian Gilmartin Leave a comment

This blog post on the credit markets on May 5th, gave the first reference to the SP 500 being flat over…

Continue Reading →

Posted in: PE expansion / contraction, stock market sentiment

SP 500 Earnings: 2nd Consecutive Week of 2019 and 2020 Estimate Improvement

May 18, 2019 Brian Gilmartin Leave a comment

Despite the market volatility this week, with the SP 500 falling 2.4% on Monday, May 13th after President Trump’s China…

Continue Reading →

Posted in: 2019 SP 500 earnings, SP 500 Earnings Yield, Weekly Earnings Update

Style Box Update: Small and Mid-Cap “Value” Closes Performance Gap vs Growth

May 12, 2019 Brian Gilmartin Leave a comment

  “Value” hasn’t significantly outperformed “Growth” since 2016 and even then it was only for a year or so. Is…

Continue Reading →

Posted in: Style analysis

Is the SP 500 Experiencing a Secular Bull Market ?

May 11, 2019 Brian Gilmartin Leave a comment

Well, in a word, “yes” which should surprise no one. Back in the early 2000’s, while writing for TheStreet, there…

Continue Reading →

Posted in: 10-year Treasury yield, Secular Bull Market

Despite Tariff Fears, ’19 and ’20 SP 500 EPS Estimates See First Signs of Improvement

May 10, 2019 Brian Gilmartin Leave a comment

  May seem like a small data point but this week showed the first sequential improvement in the “4-week” rate…

Continue Reading →

Posted in: 10-year Treasury yield, SP 500 Earnings Yield, SP 500 estimate revision data

Post navigation

Page 172 of 341
← Previous 1 … 171 172 173 … 341 Next →

Fundamentalis

  • SP 500 Earnings: Micron Technology Reports This Week
  • 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

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis