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

Author: Brian Gilmartin

One Big Difference Between the Current Bull Market and the 1990’s

November 27, 2017 Brian Gilmartin Leave a comment

Great article by Josh Brown this Sunday, November 25, 2017. This blog post of last weekend hinted at this, but…

Continue Reading →

Posted in: Financial sector, Financials, WMT

SP 500 P.E Expansion / Contraction since 1990

November 26, 2017 Brian Gilmartin Leave a comment

Source: Morningstar / Ibbotson’s Stocks, Bonds, Bills & Inflation Handbook The 30-year bond data needs to be updated and the…

Continue Reading →

Posted in: PE expansion / contraction

Growth of “Forward Estimate” Firmly over 10%; First Time in a Long Time

November 24, 2017 Brian Gilmartin Leave a comment

Thomson Reuters data by the numbers: Fwd 4-qtr est:$142.45 vs last week’s $142.30 P.E ratio: 18.3x PEG ratio: 1.7x SP…

Continue Reading →

Posted in: Weekly Earnings Update

A Primer on the SP 500 Earnings Yield – What’s it Telling Investors Today ?

November 23, 2017 Brian Gilmartin Leave a comment

CNBC’s Melissa Lee did one of the many CNBC “panel -of-experts” interviews in the last few weeks, (not on the…

Continue Reading →

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

SP 500 Earnings, The Tech Sector and the Apple iPhone Cycle

November 19, 2017 Brian Gilmartin Leave a comment

The Technology sector is now roughly 25% of the SP 500 by market cap. (Not as high as what it…

Continue Reading →

Posted in: 2018, Apple (AAPL), Technology, Weekly Earnings Update

Post navigation

Page 207 of 334
← Previous 1 … 206 207 208 … 334 Next →

Fundamentalis

  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis