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 Summary: Forward Growth Rate Rises Again

March 17, 2017 Brian Gilmartin Leave a comment

If the only metric published this weekend is the “growth rate of the forward estimate” that would be enough. It…

Continue Reading →

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

Are Investors Facing a Decade of Flat to Negative Bond Market Returns ?

March 15, 2017 Brian Gilmartin Leave a comment

There is a whole generation of investors that think that bonds and bond funds, and bond ETF’s are “safe”, i.e.…

Continue Reading →

Posted in: 2017, 2017 Fiscal Policy, Bond Market(s), interest rates, Reversion to the mean, TLT, Treasuries

Another perspective on SP 500 earnings

March 12, 2017 Brian Gilmartin Leave a comment

Year S&P 500 Ex-Energy Energy % 2014 118.78 113.77 4.2% 2015 117.46 104.89 10.7% 2016 118.32 117.36 0.8% Source: Thomson…

Continue Reading →

Posted in: 2017, 2017 Fiscal Policy, Energy ETF's (XLE, Energy sector

SP 500 Weekly Earnings Update: Forward Growth Rate Still moving Higher

March 11, 2017 Brian Gilmartin Leave a comment

Basically, 495 of the SP 500 have reported Q4 ’16 earnings by now, so we look forward as they say,…

Continue Reading →

Posted in: 2017, 2017 Fiscal Policy, PE expansion / contraction, Weekly Earnings Update

Energy Overweight is Not Working

March 8, 2017 Brian Gilmartin Leave a comment

The API data last night, and the EIA data this morning both showed a build in crude inventories which sent…

Continue Reading →

Posted in: Energy ETF's (XLE, Energy sector

Post navigation

Page 229 of 341
← Previous 1 … 228 229 230 … 341 Next →

Fundamentalis

  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis