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

Author: Brian Gilmartin

SP 500 Estimate Revisions Remain Biased to Upside

August 23, 2018 Brian Gilmartin Leave a comment

  The attached spreadsheet shows the trend in “upward” vs. “downward” revisions for the SP 500, with highlighted boxes being…

Continue Reading →

Posted in: SP 500 estimate revision data

SP 500 Earnings Update and Two Interesting Charts

August 21, 2018 Brian Gilmartin Leave a comment

From the Thomson Reuters earnings data: Fwd 4-qtr est: $169.19, down a smidge from last week’s to $169.25 PE ratio:…

Continue Reading →

Posted in: Growth v Value, Weekly Earnings Update

Style Box Analysis Update: Growth’s Performance Premium Continues

August 14, 2018 Brian Gilmartin Leave a comment

  While the large-cap growth performance premium continues, the difference between the mid-cap growth and value styles has narrowed since…

Continue Reading →

Posted in: Earnings Weight vs Market Cap, Style analysis

Emerging Markets and Developed Markets (Ex-US): Setting Up for an Attractive Entry Point ?

August 11, 2018 Brian Gilmartin Leave a comment

One of the classic scenes from BraveHeart was when Mel Gibson, playing William Wallace, was standing in the field facing…

Continue Reading →

Posted in: Emerging Market ETF's (EEM, Emerging Markets, US Dollar

SP 500 Earnings: Growth in Forward Estimate Continues to Hit All-Time Highs

August 10, 2018 Brian Gilmartin Leave a comment

Here’s the data: Fwd 4-qtr est: $169.25 vs last week’s $169.24 PE ratio: 16.7x PEG ratio: 0.75x SP 500 earnings…

Continue Reading →

Posted in: Weekly Earnings Update

Post navigation

Page 198 of 344
← Previous 1 … 197 198 199 … 344 Next →

Fundamentalis

  • Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve
  • SP 500 EPS / Revenue Growth, and Amazon Earnings
  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th
  • SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report
  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis