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

Author: Brian Gilmartin

Alphabet Earnings Preview: Google’s Very Own Version of Creative Destruction

July 22, 2025 Brian Gilmartin Leave a comment

Alphabet (GOOGL) reports their Q2 ’25 financial results after the closing bell on Wednesday night, July 23rd, 2025, with analyst…

Continue Reading →

Posted in: GOOG, GOOGL

IBM Earnings Preview: Cash-Flow Multiples are Much More Reasonable

Brian Gilmartin Leave a comment

IBM (IBM) is scheduled to report their Q2 ’25 financial results after the closing bell on Wednesday, July 23rd, 2025.…

Continue Reading →

Posted in: IBM

Schwab Expense Discipline Drove the Beat for the Quarter – Fair Value Now $135 per Share

July 21, 2025 Brian Gilmartin Leave a comment

Schwab reported their calendar Q2 ’25 financial results last Friday morning, July 18th, and it first looked like the quarter…

Continue Reading →

Posted in: SCHW, stablecoin

International and Emerging Markets Starting to Percolate: 10 and 15 yr Annual Returns Still Modest

July 19, 2025 Brian Gilmartin Leave a comment

It’s well-documented that international equity (and even bonds for that matter) have had a good 2025 so far this year,…

Continue Reading →

Posted in: Emerging Market ETF's (EEM, Emerging Markets, EMXC, International (Non-US), International Equity (JFEAX)

SP 500 Earnings: Financials Start Q2 ’25 Earnings With a Bang; Expect Another Solid Quarter for SP 500 Earnings

July 18, 2025 Brian Gilmartin Leave a comment

Source: LSEG data This table has been posted a few times over the last 8 weeks, showing the progression of…

Continue Reading →

Posted in: Berkshire Hathaway, Weekly Earnings Update

Post navigation

Page 25 of 347
← Previous 1 … 24 25 26 … 347 Next →

Fundamentalis

  • Cisco Earnings Preview: More Cautious After Recent Events
  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis