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

Author: Brian Gilmartin

Time Left in Secular Bull Equity Market – Part II

December 4, 2023 Brian Gilmartin Leave a comment

Last week, with Part I asking the same question about time remaining in this secular bull equity market, I tried…

Continue Reading →

Posted in: 10-year Treasury yield, Bond Market(s), Decade from 2000 to 2009, FOMC meeting, KRE - Regional Bank ETF, SCHW

SP 500 Earnings: Nice Bump in SP 500 Forward Estimates

December 2, 2023 Brian Gilmartin Leave a comment

Readers will see a nice bump in forward estimates this week, probably at least partially due to Salesforce (CRM), Workday…

Continue Reading →

Posted in: SP 500 EPS "rate-of-change", Weekly Earnings Update

How Much Time Might Be Left in This Secular Bull Market ?

November 26, 2023 Brian Gilmartin Leave a comment

For this post-Thanksgiving week, the important economic release is the October PCE and PCE Core data coming out Thursday morning,…

Continue Reading →

Posted in: jobless claims, PCE / PCE Core

SP 500 Earnings: SP 500 EPS Face Easy Compare vs Q4 ’22

November 25, 2023 Brian Gilmartin Leave a comment

Reviewing Walmart results this week and looking at the spreadsheet and conference call notes, you can never ignore year-over-year (y.y)…

Continue Reading →

Posted in: Weekly Earnings Update

Walmart Post Earnings: Facing Tough Comp’s Through Mid ’24

November 21, 2023 Brian Gilmartin Leave a comment

Needless to say, it was surprising to see Walmart’s (WMT) stock price reaction to last week’s fiscal Q3 ’24 earnings…

Continue Reading →

Posted in: WMT

Post navigation

Page 47 of 321
← Previous 1 … 46 47 48 … 321 Next →

Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis