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

Author: Brian Gilmartin

SP 500 Earnings: Ultimately, Technology and Financial Sectors Will Drive the SP 500

July 10, 2016 Brian Gilmartin Leave a comment

Outside month ? See SeeItMarket here. (Read the last half of page 2 – June 30th – to cut to…

Continue Reading →

Posted in: Apple (AAPL), Commodities, Crude oil / Energy, Earnings Weight vs Market Cap, Energy ETF's (XLE, Energy sector, Financial sector, Financials, HYG, Technology

SP 500 Weekly Earnings Update: Can the SP 500 Make an All-Time-High off of Q2 ’16 Earnings ?

July 9, 2016 Brian Gilmartin Leave a comment

And that is the $64,000 question. The SP 500 stopped inches short of the record close from May 21 ’16…

Continue Reading →

Posted in: Basic Materials, Energy ETF's (XLE, Energy sector, Sector Earnings Growth Estimates, Weekly Earnings Update

Q4 ’16 and 2017 Expected Sector Earnings Growth Rates Seeing Upward Revisions

July 6, 2016 Brian Gilmartin Leave a comment

An oft-used analogy for many circumstances, “Waiting For Godot” seems the perfect analogy for the anticipated faster earnings growth from…

Continue Reading →

Posted in: Sector Earnings Growth Estimates, Standard & Poors Earnings Data

The Unrelenting, Unforgiving, Treasury Trade

July 3, 2016 Brian Gilmartin Leave a comment

“Sometimes it is good to have reminders of the mistakes you’ve made.” Brian Bosworth, “The Boz”, ESPN’s 30-for-30 —————————————————————————————— If…

Continue Reading →

Posted in: AGG, Asset allocation, CNBC, Taxable High Yield, TBF - inverse Treasury, TLT, TNX, Treasuries

SP 500 Weekly Earnings Update: Look for Q2 ’16 Upside Surprises in Energy and Basic Material sectors

July 2, 2016 Brian Gilmartin Leave a comment

Energy and Basic Mat are just 10% of the SP 500, but commodities as an asset class have been at…

Continue Reading →

Posted in: Basic Materials, Earnings, Earnings estimate revisions, Energy ETF's (XLE, Energy sector, Growth v Value

Post navigation

Page 226 of 321
← Previous 1 … 225 226 227 … 321 Next →

Fundamentalis

  • 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)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis