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

Author: Brian Gilmartin

Sold FedEx: Owned the Brand for Years; Defense and Some Old Tech Names Offer Better Opportunity

December 25, 2024 Brian Gilmartin Leave a comment

Last Friday morning, December 20, 2024, FedEx (FDX) was trading up $22 near $299 per share, after reporting their fiscal…

Continue Reading →

Posted in: FDX

Nike Earnings Summary: Undervalued by 25% – 30%, But Wow has the Brand Dug Itself a Huge Hole

December 23, 2024 Brian Gilmartin Leave a comment

Nike reported their fiscal Q2 ’25 financial results last Thursday night, December 19th, ’24, and despite the tough guidance for…

Continue Reading →

Posted in: NKE

SP 500 Earnings: The Incredibly-Strong US Dollar Needs to Gradually Weaken

December 22, 2024 Brian Gilmartin Leave a comment

Usually this blog sees more frequent posts and updates on a whole spate of investment areas and topics, but an…

Continue Reading →

Posted in: 10-year Treasury yield, DXY, UUP Filed under: DXY

FOMC Release & Micron Earnings Preview: Macro and Micro

December 18, 2024 Brian Gilmartin Leave a comment

The last FOMC announcement of 2024 is coming in a few hours. Here’s what the current fed funds futures market…

Continue Reading →

Posted in: 10-year Treasury yield, CME fed funds futures, FOMC meeting, Monetary policy, mu

SP 500 Earnings: The Fallacy of Valuation and Non-US Investments

December 9, 2024 Brian Gilmartin Leave a comment

Credit spreads – quite remarkably – continue to tighten, as high-yield credit spreads, which peaked in mid-September ’24 (per the…

Continue Reading →

Posted in: International (Non-US), US Dollar, US vs Non US markets, Weekly Earnings Update

Post navigation

Page 31 of 338
← Previous 1 … 30 31 32 … 338 Next →

Fundamentalis

  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing
  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.
  • JPMorgan, Citigroup Earnings Previews: Citi is The More Defensive Stock if Iran and Other Issues Linger in 2026
  • SP 500 Earnings: Financial Sector Looking at “Average” Quarter; A Quick Look at Goldman’s Numbers
  • Nike Earnings Summary: Continued Lack of Revenue Growth is Particularly Disheartening

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis