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

Author: Brian Gilmartin

Trump ’16-’17 vs. Trump’24 -’25: The Stock Market “Math” Still Looks Tough

December 1, 2024 Brian Gilmartin Leave a comment

Barrons (www.barrons.com) had a good article (subscription may be required) on the prospects for 2025 stock market returns this weekend,…

Continue Reading →

Posted in: 2025 expected stock and bond market returns

SP 500 Earnings Update: Big Week for Labor Market Data / Treasuries Rallied Sharply Last week

November 30, 2024 Brian Gilmartin Leave a comment

The following table from Briefing.com lists the scheduled economic data releases for December 2nd through December 6th, and like the…

Continue Reading →

Posted in: 10-year Treasury yield, Labor Market Data, Monthly payroll report

SP 500 Earnings Data Won’t Call a Market Top

November 24, 2024 Brian Gilmartin Leave a comment

Having written a weekend blog post on trends in SP 500 earnings data for the last 20 years, it’s important…

Continue Reading →

Posted in: Weekly Earnings Update

Walmart Earnings Summary: The “Flywheel” Levers are Beginning to Turn

November 21, 2024 Brian Gilmartin Leave a comment

Walmart reported their fiscal Q3 ’25 financial results Tuesday morning, November 19th, ’24, and if the quarter could be summarized…

Continue Reading →

Posted in: WMT

Annual Bond Market Returns: Jay Powell Would Probably Like to Return to a Positively-Sloped Yield Curve

November 17, 2024 Brian Gilmartin Leave a comment

Here’s the annual returns for the various bond asset classes as of 10/31/24: The surprising metric as of 10/31/24, was…

Continue Reading →

Posted in: 10-year Treasury yield, 60/40 portfolio, Bond Market(s), Bond Market(s) annual return

Post navigation

Page 29 of 335
← Previous 1 … 28 29 30 … 335 Next →

Fundamentalis

  • Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares in December ’25 / March ’26 Quarter’s
  • SP 500 Earnings: 7,000 Tough Resistance for SP 500
  • IBM Earnings Preview: IBM’s Operating Margin is Slowly Expanding
  • Boeing Earnings Preview: Expectations Remain Too Subdued for the Aerospace Giant
  • SP 500 Earnings: Rotation in ’26 and Major Tech Companies Start to Report Next Week

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis