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

Author: Brian Gilmartin

12.28.13: Is Basic Materials the Sleeper Sector of 2014 ?

December 28, 2013 Brian Gilmartin Leave a comment

We are starting to see a little life in the commodity sector. This weekend (12/28/13), one of my former fellow…

Continue Reading →

Posted in: AA, Basic Materials, FCX, X

12.28.13: SP 500 Earnings Update: Expect 10% y/y SP 500 Earnings Growth in q4 ’13 – Best in 2 years

Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” SP 500 earnings estimate fell this past week to $116.94 for a $0.71 decline. The…

Continue Reading →

Posted in: Weekly Earnings Update

12.22.13: Weekend Links of Some Gravitas

December 22, 2013 Brian Gilmartin Leave a comment

One of the best tweets of the week, from Josh Brown (naturally) who linked this Harvard study noting that for…

Continue Reading →

Posted in: BAC, BBY, Bond Market(s), CME, FCX, Financial sector, Financials, HPQ, HYG, JCP, JNK, Municipal Bond market, Uncategorized, Weekend Link Fest

12.21.13: SP 500 Earnings Update: Secular Bull Markets led by Earnings Growth and P.E Expansion

December 21, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuter’s “This Week in Earnings”, the forward 4-quarter earnings estimate for the SP 500 fell slightly to $117.65 from…

Continue Reading →

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

12.15.13: Interesting Reads from our Weekend Immersion

December 15, 2013 Brian Gilmartin Leave a comment

Every Saturday and Sunday morning, I crawl up in the corner table at my weekend breakfast joint and read the…

Continue Reading →

Posted in: Bond Funds, Bond Market(s), Facebook (FB), FB, Municipal Bond market, TBF - inverse Treasury, Uncategorized, Weekend Link Fest

Post navigation

Page 310 of 343
← Previous 1 … 309 310 311 … 343 Next →

Fundamentalis

  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th
  • SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report
  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance
  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout
  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis