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

Author: Brian Gilmartin

Bond Market Annual Returns: Beware of Curve Steepening

July 10, 2024 Brian Gilmartin Leave a comment

The last time the Fed cut the fed funds rate, the Fed easing monetary policy started with Janet Yellen in…

Continue Reading →

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

SP 500 Earnings: Healthy Quarterly Bump in SP 500 Forward Estimate / Tech Sector Trends

July 6, 2024 Brian Gilmartin Leave a comment

The big banks start reporting next Friday, July 12th, ’24. Look for JP Morgan (JPM), Citigroup (C) and Wells Fargo…

Continue Reading →

Posted in: Weekly Earnings Update

A Red Flag / SP 500 Annual Returns / Top 10 Holdings

July 4, 2024 Brian Gilmartin Leave a comment

In JPMorgan’s (JPM), “Guide to the Market” presentation last Monday, July 1 ’24, Dr. David Kelly, JPMorgan’s Chief Global Strategist,…

Continue Reading →

Posted in: SP 500 annual return

A Look at SP 500 Sector EPS and Revenue Growth Trends into Q2 ’24

June 29, 2024 Brian Gilmartin Leave a comment

Data source: LSEG (formerly IBES data by Refinitiv) Q2 ’24 SP earnings will start in the next two weeks –…

Continue Reading →

Posted in: Communications sector, Financial sector, Financials, Health Care sector, Sector Earnings Growth Estimates, SP 500 Revenue Growth, Technology

SP 500 Earnings: June Payroll Report Next Friday

June 28, 2024 Brian Gilmartin Leave a comment

Thanks to the above table from Briefing.com, it’s labor force data week, with JOLTS due out Tuesday morning, ADP Wednesday…

Continue Reading →

Posted in: Uncategorized

Post navigation

Page 33 of 326
← Previous 1 … 32 33 34 … 326 Next →

Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis