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

Author: Brian Gilmartin

Netflix Earnings Summary: Will Netflix Ever Lose the Narrow / No Moat Status ?

July 21, 2024 Brian Gilmartin Leave a comment

Netflix reported a revenue, operating income and EPS beat last Thursday night, July 18th ’24, while guidance looked to be…

Continue Reading →

Posted in: Netflix

SP 500 Earnings: Large-Cap Growth Corrects as High Yield Credit Spreads Tighten

July 20, 2024 Brian Gilmartin Leave a comment

As of Thursday night, July 18, 2024, only 70 companies had reported Q2 ’24 earnings results, so the sample size…

Continue Reading →

Posted in: 10-year Treasury yield, Credit markets, High-Yield Credit

JPMorgan and Citigroup Earnings Summaries: Like Both, But Citigroup is a Cheaper, Longer-Term Play

July 17, 2024 Brian Gilmartin Leave a comment

In the earnings preview written late last week on what was expected for the two banking giants Friday morning, July…

Continue Reading →

Posted in: C, JPM

Netflix Earnings Preview: Still Innovating, Want to Own More, Waiting on a Pullback

Brian Gilmartin Leave a comment

Netflix (NFLX) is scheduled to report their Q2 ’24 financial results after the bell on Thursday, July 18 ’24, with…

Continue Reading →

Posted in: Netflix

JPMorgan / Citigroup Q2 ’24 Earnings Previews: Both Should Have Decent Quarters with Different Catalysts

July 10, 2024 Brian Gilmartin Leave a comment

JPMorgan (JPM): JPM is scheduled to release their Q2 ’24 financial results before the opening bell, Friday, July 12th, 2024,…

Continue Reading →

Posted in: C, JPM

Post navigation

Page 39 of 333
← Previous 1 … 38 39 40 … 333 Next →

Fundamentalis

  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis