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

Author: Brian Gilmartin

Walmart Earnings Preview: “Alternative Revenue Streams” and E-commerce Will Eventually Boost Margins

February 16, 2025 Brian Gilmartin Leave a comment

Walmart (WMT), the retail grocery giant, reports their fiscal Q4 ’25 financial results before the opening bell on February 20,…

Continue Reading →

Posted in: Costco (COST), WMT

SP 500 Earnings: 2025 SP 500 EPS Estimates Continue to be Revised Lower

February 14, 2025 Brian Gilmartin Leave a comment

There is a lot of focus on the 10-year Treasury yield thanks to comments from President Trump and Treasury Secretary…

Continue Reading →

Posted in: 10-year Treasury yield, Weekly Earnings Update

Cisco Earnings Preview: Old Tech Tends to be Slow (Growth) Tech. May Not be a Bad Thing.

February 11, 2025 Brian Gilmartin Leave a comment

Cisco Systems reports their fiscal Q2 ’25 results after the closing bell on Wednesday, February 12th, 2025. Analyst consensus is…

Continue Reading →

Posted in: CSCO

Coca-Cola: Never Thought the Quality of Coke’s Earnings was All That Good

February 10, 2025 Brian Gilmartin Leave a comment

By the time most readers see this, Coca-Cola, the beverage giant that still remains a large holding at Warren Buffett’s…

Continue Reading →

Posted in: Coca-Cola (KO), Quality of Earnings, WMT

What’s Changed in the Stock Market in 2025 ?

February 9, 2025 Brian Gilmartin Leave a comment

Being 5 weeks into calendar 2025, what’s changed in the US and other stock markets this year: Top 10 SP…

Continue Reading →

Posted in: SP 500 Equal-Wt (RSP), Top 10 Market Cap Weights

Post navigation

Page 21 of 333
← Previous 1 … 20 21 22 … 333 Next →

Fundamentalis

  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis