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

Author: Brian Gilmartin

SP 500 Weekly Earnings Update: Forward 4-Quarter Estimate Jumps to $135.14

April 8, 2017 Brian Gilmartin Leave a comment

With the roll into the April ’17 quarter, the forward 4-quarter estimate has increased from last week’s $130.98 to this…

Continue Reading →

Posted in: Financial sector, Financials, JPM, Weekly Earnings Update, WFC

SP 500 Valuation Still Not Unreasonable

April 6, 2017 Brian Gilmartin Leave a comment

Valuation makes for a poor timing tool, although long-term investors need to keep one eye on the metrics to remain…

Continue Reading →

Posted in: SP 500 Valuation

Look for 12% – 14% SP 500 Earnings Growth in Q1 ’17

April 5, 2017 Brian Gilmartin Leave a comment

  The following table from Thomson Reuters shows the current market cap weighting of each of the 11 sectors of…

Continue Reading →

Posted in: S&P 500, Sector Earnings Growth Estimates

SP 500 Weekly Earnings Update: Still Overweight Energy, but It’s On a Short Leash

March 31, 2017 Brian Gilmartin Leave a comment

Technology was the clear winner in Q1 ’17 according to this link from Ed Yardeni (dated 3/30/17) YardeniSP500perf’17YTD33117, with the SP…

Continue Reading →

Posted in: Energy ETF's (XLE, Energy sector, Weekly Earnings Update

SP 500 Weekly Earnings Update: 8th Straight Weekly Increase in “Fwd 4-Qtr Growth Rate”

March 26, 2017 Brian Gilmartin Leave a comment

Ryan Detrick of LPL Financial (@ryandetrick post here), UKarlewitz of Fat Pitch fame (@ukarlewitz here), and Charlie Bilello over at…

Continue Reading →

Posted in: Fwd 4-qtr growth rate (SP 500), Sector Earnings Growth Estimates, Treasuries, Weekly Earnings Update

Post navigation

Page 209 of 322
← Previous 1 … 208 209 210 … 322 Next →

Fundamentalis

  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis