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

Author: Brian Gilmartin

SP 500 Earnings Yield Ends Week at 6.27%

October 12, 2018 Brian Gilmartin Leave a comment

The combination of a $4.89 increase in the forward 4-quarter estimate two weeks ago, and then the 4% drop in…

Continue Reading →

Posted in: SP 500 Earnings Yield

Bond Bear Market – Learn to Play Defense with Bond Portfolios

October 8, 2018 Brian Gilmartin Leave a comment

Great article from Ben Carlson, CFA picked up by Josh Brown of Ritholtz Wealth. In this blog post from a…

Continue Reading →

Posted in: 10-year Treasury yield, AGG, Bear Markets, Bond Market(s), TBF - inverse Treasury

SP 500 Revenue Growth Has Accelerated Last 3 Years: Little-Told Story

Brian Gilmartin Leave a comment

Here is a quick history of the SP 500’s y/y revenue growth since early 2015: Q3 ’18: +7.3% (est) Q2…

Continue Reading →

Posted in: SP 500 Revenue Growth

Interest Rates and the Financial Sector

October 7, 2018 Brian Gilmartin Leave a comment

The Financial sector is one of client’s overweights and it’s lagged the SP 500 badly all year. Up just 2%…

Continue Reading →

Posted in: 10-year Treasury yield, 2008 Financial Crisis, Financial sector, Financials, interest rates, JPM, WFC

SP 500 Earnings: There Has Been Little Downward Pressure on SP 500 Earnings Estimates

October 6, 2018 Brian Gilmartin Leave a comment

Looking at overall SP 500 estimates for the 3rd and 4th quarters of 2018: Q3 ’18:  As of 10/5/18: +21.5%…

Continue Reading →

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

Post navigation

Page 180 of 330
← Previous 1 … 179 180 181 … 330 Next →

Fundamentalis

  • 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
  • Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis