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

Author: Brian Gilmartin

SP 500: Still Reasonably-Valued

October 14, 2018 Brian Gilmartin Leave a comment

What the title of today’s blog doesn’t tell you is that valuation is a slippery slope. Some of the seemingly…

Continue Reading →

Posted in: SP 500 Valuation

Are SP 500 Returns Becoming More Muted ?

October 13, 2018 Brian Gilmartin Leave a comment

  Dr. David Kelly and his team at JP Morgan put together one of the best research and market /…

Continue Reading →

Posted in: 2008 Financial Crisis, intra-year decline chart, stock market sentiment

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

Post navigation

Page 188 of 338
← Previous 1 … 187 188 189 … 338 Next →

Fundamentalis

  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing
  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.
  • JPMorgan, Citigroup Earnings Previews: Citi is The More Defensive Stock if Iran and Other Issues Linger in 2026
  • SP 500 Earnings: Financial Sector Looking at “Average” Quarter; A Quick Look at Goldman’s Numbers
  • Nike Earnings Summary: Continued Lack of Revenue Growth is Particularly Disheartening

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis